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Joel Brent Hurst

Orion Portfolio Solutions, LLC

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About Joel Brent Hurst

Joel Hurst is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Joel is registered to provide investment advisory services in Nebraska. Joel is licensed with Series 65. Joel's prior work experience includes positions at Orion Advisor Solutions and Orion Portfolio Solutions. Joel's firm, Orion Portfolio Solutions, LLC, is a registered investment adviser with the SEC. The firm manages approximately $10 billion to $50 billion in assets. The firm provides a variety of investment advisory services to a diverse client base, including individuals, businesses, and pooled investment vehicles. The firm also offers investment advice for educational savings and ABLE plans, and pension consulting services.

Firm Information

Joel Hurst 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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Joel Hurst’s Registration & Firm History

NE

07/21/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

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Licenses & Designations

IA

Issued 07/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Brent Hurst.
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