Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Kardell is an Investment Advisor Representative at Orion Portfolio Solutions, LLC. Shaun is based in Omaha, Nebraska. Shaun has been in the securities industry since September 22, 2014. Orion Portfolio Solutions, LLC is a registered investment advisor. Orion Portfolio Solutions, LLC offers a variety of investment advisory services to individuals, businesses, and institutions. Shaun has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service.
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
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
02/25/2014 - 12/03/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
12/21/2012 - 05/24/2013
WADDELL & REED, INC. (OMAHA NE)
IA
Issued 12/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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