Joseph Michael Larsen
Investment adviser representative at Orion Portfolio Solutions, LLC
10 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
Are you Joseph Michael Larsen? Claim your profile
Contact this firm
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
10 years in the industry.
- Orion Portfolio Solutions, LLCJul 2022 to now
- Townsquare CapitalJan 2020 to Jul 2022
- The Norden GroupMar 2019 to Jan 2020
- Peg CompaniesJul 2017 to Mar 2019
- Nu SkinJan 2017 to Dec 2017
- Deseret BookSep 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7177677
- Firm CRD
- 107975