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Blake Douglas Williams

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 6896814

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Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-19
  • NE RA
    APPROVED
    Since 2023-01-19

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
Full Time Student Lincoln NE 08/2008 12/2018
Todd's Lawn Care Lincoln NE 05/2016 04/2018
Northwestern Mutual Omaha NE 04/2018 06/2018
Union Bank And Trust Lincoln NE 06/2018 05/2019
Orion Portfolio Solutions, Llc Omaha NE 05/2019 Present
  • 08/2008 → 12/2018
    Full Time Student
    Lincoln, NE
  • 05/2016 → 04/2018
    Todd's Lawn Care
    Lincoln, NE
  • 04/2018 → 06/2018
    Northwestern Mutual
    Omaha, NE
  • 06/2018 → 05/2019
    Union Bank And Trust
    Lincoln, NE
  • 05/2019 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
Previous Registrations
  • 2019-12-19 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-17
  • S65 Uniform Investment Adviser Law Examination
    2019-12-17
Other Names
  • Blake D Williams

View on SEC IAPD

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