# ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 125446
- Type: SEC-registered investment adviser
- SEC file number: 801-61964
- Location: 17605 WRIGHT ST, OMAHA, NE, 68130
- Phone: 859-426-2000
- Latest filing: 2022-10-18
- Regulatory AUM: $14.2B
- Discretionary AUM: $14.2B
- Clients: 112
- Accounts: 81,242

## Officers, owners & control persons (39)

_Showing 25 of 39 people._

| Name | Role | Location |
| --- | --- | --- |
| DUNSIRE DAVID RAYMOND | VICE-PRESIDENT OF OPERATIONS & ADMINISTRATION | — |
| JONES RICHARD FORREST | CHAIRMAN; OWNER AND CHAIRMAN | — |
| HALL MICHAEL EUGENE | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| MOREHEAD TIMOTHY EDWARD | VICE-PRESIDENT I.T. | — |
| BAUM JONATHAN RUSSELL | ELECTED MANAGER | — |
| BEAMAN NOREEN DARCY | ELECTED MANAGER; PRESIDENT | — |
| FERKO BRIAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| COOK DEAN WILLIAM | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/ELECTED MANAGER; ELECTED MANAGER (+3 more) | — |
| CLARKE TODD PATRICK | ELECTED MANAGER | — |
| APPLEGARTH MARK DANIEL | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/ELECTED MANAGER; CHIEF FINANCIAL OFFICER / TREASURER | — |
| CLARKE ERIC REESE | CHIEF EXECUTIVE OFFICER; ELECTED MANAGER | — |
| MCLAUGHLIN JAMES THOMAS | ELECTED MANAGER | — |
| VANNEMAN JOHN RUSSEL | CHIEF INVESTMENT OFFICER; ELECTED MANAGER | — |
| CROCKETT TODD RICHARD | ELECTED MANAGER | — |
| MARKGRAF PHILLIP CHARLES | CHIEF OPERATING OFFICER; VICE PRESIDENT - IT | — |
| ENGEL DAVID PAUL | VICE PRESIDENT - OPERATIONS | — |
| AUGUSTINE HEATHER DAWN | CHIEF COMPLIANCE OFFICER | — |
| BARBACK VERNON RICHARD | ELECTED MANAGER | — |
| WOODARD KEVIN SEAN | CHIEF COMPLIANCE OFFICER | — |
| LAMBERT NICHOLAS THOMAS | CHIEF OPERATIONS OFFICER | — |
| BURNS MICHAEL ROY | ELECTED MANAGER | — |
| GOLDMAN CHARLES GEORGE | ELECTED MANAGER | — |
| BEACH RYAN BRUCE | CHIEF OF STAFF; PRESIDENT/CHIEF OPERATING OFFICER; PRESIDENT/CHIEF OPERATING OFFICER/ELECTED MANAGER (+1 more) | — |
| COLLIS JAMES JOSEPH | EXECUTIVE VICE PRESIDENT | — |
| LUBY WILLIAM KENT | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125446/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125446/similar
- Related entities: https://search.stillhousedata.com/firm/125446/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125446

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.