Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
84 clients
Average Client Portfolio
$178.4M average
Assets Under Management
$15.0B

Fee Structure

Financial Planning:Investment management only
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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.

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Employment History
Current Registrations
Townsquare Capital, LLC
June 2025 - Present · 8 mos
Previous Registrations
Orion Portfolio Solutions, LLC
May 2025 - June 2025 · 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.