Unclaimed
Seth McCune is an investment advisor representative with Orion Portfolio Solutions, LLC. Seth is registered with the state of Nebraska. Seth has been in the industry since June 2009 and has a Series 65 license. Seth also serves on the board of directors for Mutual First Federal Credit Union and is an official with OMAHA CYO BASKETBALL. Orion Portfolio Solutions, LLC manages over $50 billion in assets and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. The firm also provides pension consulting and selection of other advisors.
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
01/19/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IA
Issued 01/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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