Investment adviser representative · Orion Portfolio Solutions, LLC

William M. Stinnett III

CRD 7578161 · Omaha, NE

At a glance

William M. Stinnett III is an investment adviser representative with Orion Portfolio Solutions, LLC in Omaha, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2025, about 1 years ago.

Current advisory firm

Orion Portfolio Solutions, LLCSince February 2025Omaha, NE · $65B in regulatory assets

SEC adviser record

Registered since: 2025 (1 years)
Designations: None on file
Exams: Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: Yes, see the SEC record

AtlasMembers

William’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.