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William C Crum

Orion Portfolio Solutions, LLC

Omaha, NE

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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-01-27
  • NE RA
    APPROVED
    Since 2025-01-27

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orion Portfolio Solutions Omaha NE 07/2024 Present
Taskvisory Irvine CA 01/2023 06/2024
Ad Ventures Lehi UT 01/2022 12/2022
Angel Studios Provo UT 01/2022 12/2022
Vermillion Rock Advisors St George UT 01/2021 12/2021
Unemployed Provo UT 01/2020 12/2020
Church Of Jesus Christ Of Latter-Day Saints Buenos Aires 11/2017 11/2019
Unemployed Mesa AZ 01/2014 11/2017
  • 07/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 01/2023 → 06/2024
    Taskvisory
    Irvine, CA
  • 01/2022 → 12/2022
    Ad Ventures
    Lehi, UT
  • 01/2022 → 12/2022
    Angel Studios
    Provo, UT
  • 01/2021 → 12/2021
    Vermillion Rock Advisors
    St George, UT
  • 01/2020 → 12/2020
    Unemployed
    Provo, UT
  • 11/2017 → 11/2019
    Church Of Jesus Christ Of Latter-Day Saints
    Buenos Aires
  • 01/2014 → 11/2017
    Unemployed
    Mesa, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-24
  • S65 Uniform Investment Adviser Law Examination
    2025-01-24

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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