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Jeffrey Scott Canfield

Orion Portfolio Solutions, LLC

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About Jeffrey Scott Canfield

Jeffrey Canfield is a registered Investment Advisor Representative with Orion Portfolio Solutions, LLC in Omaha, Nebraska. Jeffrey has been in the financial services industry since 2010 and has a Series 7, Series 63 and Series 65 license. Jeffrey specializes in providing portfolio management services for individuals, businesses, pooled investment vehicles and educational savings and ABLE plans.

Firm Information

Jeffrey Canfield 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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

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

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Jeffrey Canfield’s Registration & Firm History

NE

01/23/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

NE

05/31/2010 - 08/04/2010

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 04/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Scott Canfield.
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