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Shannon Leigh Reynolds

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 7825293

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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:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-02-07
  • NE RA
    APPROVED
    Since 2024-02-07

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orion Portfolio Solutions, Llc Nebraska NE 10/2016 Present
University Of Cincinnati Cincinnati OH 12/2012 10/2016
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-02-07
Other Names
  • Shannon Leigh Mitchell

View on SEC IAPD

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