linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dawn Marie Batho

Orion Portfolio Solutions, LLC

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

About Dawn Marie Batho

Dawn Batho is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Dawn has been in the financial services industry since 2001. Dawn has experience in portfolio management for individuals, businesses, and pooled investment vehicles. Dawn is also a registered investment advisor representative in Nebraska. Dawn holds the Series 6, 7, 63, and 65 licenses.

Firm Information

Dawn Batho 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.

Dawn Batho’s Registration & Firm History

NE

01/24/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

NE

01/03/2005 - 12/31/2016

NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)

NE

09/05/2001 - 12/10/2004

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

Not sure if Dawn Marie Batho is right for you?

Licenses & Designations

IA

Issued 11/07/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/04/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Marie Batho.
Not sure if Dawn Marie Batho is right for you?