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Todd M Bertucci

Orion Portfolio Solutions, LLC

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About Todd M Bertucci

Todd Bertucci is an investment advisor representative at Orion Portfolio Solutions, LLC. Todd has been in the industry since 2008, and has experience working with individuals, businesses, and charitable organizations. Todd is registered in Nebraska as an Investment Advisor Representative.

Firm Information

Todd Bertucci 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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Todd Bertucci’s Registration & Firm History

NE

01/25/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

NE

06/03/2010 - 01/13/2011

BURCH & COMPANY, INC (OMAHA NE)

NE

02/02/2010 - 06/07/2010

PRINCOR FINANCIAL SERVICES CORPORATION (OMAHA NE)

NE

06/26/2008 - 01/28/2010

SUMMIT CAPITAL PARTNERS, LLC (OMAHA NE)

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Licenses & Designations

IA

Issued 07/26/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/25/2008

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd M Bertucci.
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