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William Sayler Wostoupal

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 2023-01-25
  • NE RA
    APPROVED
    Since 2023-01-25

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
Northern Lights Distributors, Llc Omaha NE 02/2003 11/2019
Northstar Financial Services Group, Llc Omaha NE 12/2004 11/2019
Gemini Fund Services, Llc Omaha NE 01/2018 07/2018
Orion Portfolio Solutions Omaha NE 01/2019 Present
Brinker Capital Securities Berwyn PA 01/2022 Present
  • 02/2003 → 11/2019
    Northern Lights Distributors, Llc
    Omaha, NE
  • 12/2004 → 11/2019
    Northstar Financial Services Group, Llc
    Omaha, NE
  • 01/2018 → 07/2018
    Gemini Fund Services, Llc
    Omaha, NE
  • 01/2019 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 01/2022 → Present
    Brinker Capital Securities
    Berwyn, PA
Previous Registrations
Other Businesses

MR. WOSTOUPAL IS A CO-OWNER OF WOZ BROS, LLC LOCATED OUT OF HIS HOME WHERE HE SPENDS APPROXIMATELY ONE HOUR PER MONTH PERFORMING ADMINISTRATIVE DUTIES FOR THIS REAL ESTATE INVESTMENTS COMPANY. HE BEGAN THIS NON INVESTMENT RELATED ACTIVITY IN NOVEMBER 2017. MR. WOSTOUPAL IS ALSO A CO-OWNER OF BBCC, LLC LOCATED OUT OF HIS HOME WHERE HE SPENDS APPROXIMATELY ONE HOUR PER MONTH PERFORMING ADMINISTRATIVE DUTIES FOR THIS REAL ESTATE INVESTMENTS COMPANY. HE BEGAN THIS NON INVESTMENT RELATED ACTIVITY IN APRIL 2021.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-05
S63 Uniform Securities Agent State Law Examination 1994-03-02
  • S65 Uniform Investment Adviser Law Examination
    1999-03-05
  • S63 Uniform Securities Agent State Law Examination
    1994-03-02
Other Names
  • Bill Wostoupal

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