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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Lee Colling is a Registered Investment Advisor representative with Orion Portfolio Solutions, LLC. Phillip has been in the industry since February 2012 and is registered in Nebraska. Phillip has a Series 65 license. Phillip's experience includes working for Orion Advisor Solutions and Wells Fargo Bank. The firm specializes in managing portfolios for individuals, businesses, pension plans, and pooled investment vehicles. They also offer advisory services for educational savings and ABLE plans.
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.
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NE
07/12/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IA
Issued 07/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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