William S. Wostoupal

ORION PORTFOLIO SOLUTIONS

Omaha, NE 68130

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CRD#: 2429802

Professional summary

William Sayler Wostoupal, who also goes by Bill Wostoupal, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska and BRINKER CAPITAL SECURITIES, LLC located in Berwyn, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Wostoupal

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Sayler Wostoupal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 25, 2023 - Present

ORION PORTFOLIO SOLUTIONS, LLC

Office #1: 17605 Wright St, Omaha, NE 68130

RIA

CRD#: 107975

Omaha, NE

Current

March 11, 2022 - Present

BRINKER CAPITAL SECURITIES, LLC

Office #1: 1055 Westlakes Drive Suite 250, Berwyn, PA 19312

CRD#: 38123

Berwyn, PA

Past

January 15, 2019 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Omaha, NE

Past

October 12, 2004 - April 15, 2019

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

OMAHA, NE

Past

March 17, 2000 - December 31, 2018

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

Past

June 16, 1997 - November 5, 2003

ORBITEX FUNDS DISTRIBUTOR, INC.

CRD#: 41453

STAMFORD, CT

Past

March 13, 1995 - December 31, 1996

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

November 9, 1994 - March 16, 1995

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

May 26, 1994 - November 8, 1994

F.J. GARBER & CO.

CRD#: 17989

Past

February 8, 1994 - June 17, 1994

J. GREGORY & COMPANY, INC.

CRD#: 14892

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORION PORTFOLIO SOLUTIONS, LLC

CRD#: 107975 / SEC#: 801-57265

RIA

Registered Investment Advisory firm - (1/1/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(1/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/5/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/2/2015

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/7/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/30/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD#: 107975 / SEC#: 801-57265

RIA

Registered Investment Advisory firm - (1/1/2000 Approved)

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Contact information

Main Address

17605 Wright St, Omaha, NE 68130

Mailing Address

2300 Litton Lane Suite 100, Hebron, KY 41048

Phone number

(859) 426-2000

Established

Firm type

Fiscal year end

# of Employees

350

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORION PORTFOLIO SOLUTIONS, LLC FORM ADV PART 2A (8/11/2025)

ORION PORTFOLIO SOLUTIONS, LLC WRAP FEE BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	203,878
AUM (Assets Under Management)	$ 57,658,151,186

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/28/2025	Cover Page	Report
10/21/2024	Cover Page	Report
01/17/2024	Cover Page	Report
10/25/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William S. Wostoupal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Sayler Wostoupal's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRINKER CAPITAL SECURITIES, LLC

ORION PORTFOLIO SOLUTIONS, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORBITEX FUNDS DISTRIBUTOR, INC.

SECURITIES AMERICA, INC.

OSAIC WEALTH, INC.

F.J. GARBER & CO.

J. GREGORY & COMPANY, INC.

Primary Firm SEC Registration

ORION PORTFOLIO SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/1999

Series 63

Date: 3/2/1994

SIE

Date: 10/1/2018

Series 3

Date: 9/2/2015

Series 7

Date: 2/7/1994

Series 24

Date: 10/30/2013

FINRA

Current Firm

ORION PORTFOLIO SOLUTIONS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ORION PORTFOLIO SOLUTIONS, LLC

TRUST BUT VERIFY

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