Ashley Marie Heinzman

Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → Present
  Orion Advisor Solutions
  Omaha, NE
• 06/2023 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 07/2017 → 07/2018
  Onestaff Medical Solutions
  Omaha, NE
• 06/2014 → 07/2017
  Infogroup
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-09

Other Names

• Ashley Marie Hachat
• Ashley M Hachat