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Bryant Marc Grimminger

Investment adviser representative at Orion Portfolio Solutions, LLC
12 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Orion Portfolio Solutions, LLCJun 2018 to now
  2. Orion Advisor SolutionsJun 2018 to now
  3. Facts Nelnet Business SolutionsOct 2016 to Jun 2018
  4. University of Nebraska - LincolnAug 2014 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (NE).

Orion Portfolio Solutions, LLC

$64.8BAssets managed
187,975Clients
198Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6951243
Firm CRD
107975
Advisor's SEC record (opens in a new tab)
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