John Michael Hoffman

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

• 01/2026 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 10/2021 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 06/2018 → 10/2021
  Kpmg Llp
  Pittsburgh, PA
• 12/2011 → 04/2019
  University Of Pittsburgh
  Pittsburgh, PA

Previous Registrations

• 2021-12-23 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Berwyn, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-23

Designations

• Chartered Financial Analyst

Other Names

• John Michael Hoffman