Unclaimed Profile

William Sayler Wostoupal

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredARBOR POINT ADVISORS, LLC

12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 2429802Firm CRD# 165127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Sayler Wostoupal · LAVISTA, NE

Registration

CRD #2429802 · ARBOR POINT ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – present

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2019 – Jan 2023

Omaha, NE

CLS INVESTMENTS, LLC

Mar 2000 – Dec 2018

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 17, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR POINT ADVISORS, LLC

CRD 165127 · SEC 801-77135

AUM

$6.9B

Regulatory assets under management

Employees

2,643

28,010 client accounts

Services offered by ARBOR POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARBOR POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Sayler Wostoupal offer?

William Sayler Wostoupal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAVISTA, Nebraska for a consultation.

What are William Sayler Wostoupal's credentials?

William Sayler Wostoupal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Sayler Wostoupal located?

William Sayler Wostoupal is based in LAVISTA, Nebraska, working with ARBOR POINT ADVISORS, LLC. Their office serves clients in the LAVISTA metropolitan area and surrounding communities.

How does William Sayler Wostoupal charge for services?

William Sayler Wostoupal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR POINT ADVISORS, LLC?

ARBOR POINT ADVISORS, LLC has approximately 2643 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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