OP
ORION PORTFOLIO SOLUTIONS, LLC
SEC RegisteredOMAHA, NEhttps://destinationsfunds.com859-426-2000
Assets Under Management
$25B+
Employees
305
Office Locations
2 offices
Total Accounts
276041
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 166,226 | $19.4B |
| High Net Worth Individuals | 19,151 | $19.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1,154 | $2.1B |
| State/Municipal Entities | 79 | — |
| Insurance Companies | 152 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Brian Spencer Nielsen
GENERAL COUNSEL/SECRETARY
Scott Richard Kubie
VICE PRESIDENT/CHIEF STRATEGIST
Michael Miola
MANAGER
Llc Northstar Financial Services Group
SOLE MEMBER/100% SHAREHOLDER
Michael Miola
MEMBER/MANAGER
Todd Patrick Clarke
CEO/MANAGER
Mark Daniel Applegarth
TREASURER/CONTROLLER
James Duane Anderson
CHIEF SYSTEMS OFFICER
John Russel Vanneman
CHIEF INVESTMENT OFFICER
Ryan Bruce Beach
PRESIDENT
Kylee Marie Pohl
CHIEF COMPLIANCE OFFICER
Brian Spencer Nielsen
MANAGER
Todd Patrick Clarke
TRUSTEE
Inc. Clarkston Holdings
GENERAL PARTNER
Lana Hansen Clarke
OWNER
Office locations
2 offices in 2 states
NE
OMAHAHQ
PA
BERWYN
Advisors at this firm
43 advisors in the directory
Ryan Taylor Alderman
Investment Adviser Representative
Gregory Allison
Investment Adviser Representative
Tucker Jackson Arnett
Investment Adviser Representative
Charles Anthony Aronica
Investment Adviser Representative
Mark Andrew Audrain
Investment Adviser Representative
Kyle Arthur Booras
Investment Adviser Representative
Aidan Thomas Boyle
Investment Adviser Representative
Ashley Constance Calabretto
Investment Adviser Representative
Avery Chapman Cook
Investment Adviser Representative
Cade Allen Denazario Akers
Investment Adviser Representative
Anthony John Dimona
Investment Adviser Representative
Trenton Kamaehuokalani Funn
Investment Adviser Representative
William Frank Girton
Investment Adviser Representative
Andrew James Glaser
Investment Adviser Representative
Andrew Jacob Goins
Investment Adviser Representative
Daniel Christopher Gorman
Investment Adviser Representative
Robert Alastair Zeved Gregory
Investment Adviser Representative
Alexander Walter Hall
Investment Adviser Representative
Ashley Marie Heinzman
Investment Adviser Representative
Michael Ann Henne
Investment Adviser Representative
Timothy Arthur Holland
Investment Adviser Representative
Kyle Robert Hosch
Investment Adviser Representative
Molly Elizabeth Housand
Investment Adviser Representative
Andrea J Iseminger
Investment Adviser Representative
Libin James Jacob
Investment Adviser Representative
Michael T Jeffries
Investment Adviser Representative
Austin Robert Johnson
Investment Adviser Representative
Timothy Andrew Koester
Investment Adviser Representative
Stewart Adam Martin
Investment Adviser Representative
Matthew S Mileski
Investment Adviser Representative
Madelyn Mogensen
Investment Adviser Representative
Christopher Tyler Monroe
Investment Adviser Representative
Trevor James Noble
Investment Adviser Representative
Nathan A Pavao
Investment Adviser Representative
Andrei Emanuel Petre
Investment Adviser Representative
William Glenn Brian Ragle
Investment Adviser Representative
Andrew Rosenberger
Investment Adviser Representative
Danielle Lynn Ruiz- Vela
Investment Adviser Representative
Alyssa Josephs Seidl
Investment Adviser Representative
Richard Zachary Seitz
Investment Adviser Representative
Mark Alan Soukup
Investment Adviser Representative
Brian David Towner
Investment Adviser Representative
Michael Angelo Vitallo
Investment Adviser Representative
Regulatory & compliance
CRD number
#107975
SEC Number
801-57265
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
destinationsfunds.comPhone
859-426-2000Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ORION PORTFOLIO SOLUTIONS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.