Nolan Richard Mauk
Investment adviser representative at Orion Portfolio Solutions, LLC
10 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
Are you Nolan Richard Mauk? 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, LLCAug 2023 to now
- Renaissance FinancialJun 2023 to Aug 2023
- Nelnet, Inc.Jul 2022 to Jun 2023
- Cargill, IncMay 2022 to Jul 2022
- University of Nebraska-lincolnJan 2022 to May 2022
- Tequila Harry's Mexican RestaurantMay 2020 to Jan 2022
- Dial Senior LivingJun 2018 to May 2020
- Saint Thomas Aquinas High SchoolAug 2017 to Jun 2018
- Blue Valley RecreationMay 2017 to Aug 2017
- Saint Thomas Aquinas High SchoolAug 2016 to May 2017
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
- 7734373
- Firm CRD
- 107975