linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew James Glaser

Orion Portfolio Solutions, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew James Glaser

Andrew Glaser is a financial advisor with Orion Portfolio Solutions, LLC. Andrew has been working in the industry since August 2011 and has experience working with individuals, corporations, and charitable organizations. Andrew is registered with the state of Nebraska as an investment advisor representative and has passed both the Series 65 and Series 63 exams. Andrew has previously worked at J.P. Morgan Securities LLC.

Firm Information

Andrew Glaser is currently registered with Orion Portfolio Solutions, LLC. Orion Portfolio Solutions, LLC is a registered investment advisor with $53.84 billion in regulatory assets under management. The firm, headquartered in Omaha, NE, provides a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. They serve a variety of clients, including individuals, corporations, pension plans, charitable organizations, and educational savings & ABLE plans.
Orion Portfolio Solutions, LLC

17605 WRIGHT ST

OMAHA, NE 68130

$53.84B

Assets Under Management

Not reported

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for educational savings & able plans

Portfolio management for educational savings & able plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Glaser’s Registration & Firm History

NE

01/24/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

IL

08/30/2011 - 05/13/2019

J.P. MORGAN SECURITIES LLC (Chicago IL)

Not sure if Andrew James Glaser is right for you?

Licenses & Designations

IA

Issued 07/23/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew James Glaser.
Not sure if Andrew James Glaser is right for you?