Andrew James Glaser

Orion Portfolio Solutions, LLC

12 Years of Experience

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Areas of Practice

Investment ManagementRetirement Planning

Orion Portfolio Solutions, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

182 advisors

Number of Clients

194,403 clients

Average Client Portfolio

$297K average

Assets Under Management

$57.7B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

17605 Wright St, Omaha, NE, 68130

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Orion Portfolio Solutions, LLC

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Orion Portfolio Solutions, LLC

July 2021 - January 2023 · 1 yr 6 mos

J.P. Morgan Securities LLCBroker

August 2011 - May 2019 · 7 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.