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Mickey Lee Ellison

Orion Portfolio Solutions, LLC

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About Mickey Lee Ellison

Mickey Ellison is an investment advisor representative with Orion Portfolio Solutions, LLC. Mickey has been in the financial industry since 1999 and has a wealth of experience in providing financial advice to a variety of clients. Mickey's firm offers a wide range of services, including portfolio management for individuals, businesses, and pooled investment vehicles. Mickey is also a Certified Financial Planner. Mickey is registered to provide investment advice in Nebraska.

Firm Information

Mickey Ellison 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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Mickey Ellison’s Registration & Firm History

NE

01/23/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

KS

08/03/2001 - 10/02/2017

SII INVESTMENTS, INC. (WICHITA KS)

MO

10/14/1999 - 08/07/2001

FFP SECURITIES, INC. (CHESTERFIELD MO)

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Licenses & Designations

IA

Issued 10/19/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 10/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mickey Lee Ellison.
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