Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Jane Webert is an Investment Advisor Representative at Orion Portfolio Solutions, LLC. Natalie is registered with the state of Nebraska and has been in the industry since October 2014. Natalie has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Natalie specializes in providing portfolio management services for individuals, businesses, pooled investment vehicles, and pension consulting. Natalie's previous employment experience includes CLS Investments, LLC and Lincoln Airport Authority.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for educational savings & able plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NE
01/19/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IA
Issued 06/17/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Natalie Webert is the right advisor for you? Invested Better is here to help.
