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CEO · Orion Portfolio Solutions, LLC

Natalie G. Wolfsen

CRD 3228035 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Orion Portfolio Solutions, LLC, an SEC-registered wealth manager based in Omaha, NE with $64.8 billion in regulatory assets, lists Natalie G. Wolfsen on its Form ADV as CEO, a control person. The SEC filings also name Natalie at 1 other registered adviser.

Firms and roles

AtlasMembers

Natalie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Natalie on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Natalie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.