WO
CFP
WO
CFP

William Orndorf

29 Years of Experience
Ronan Mountain, TN
1 DisclosureBroker

William Orndorf is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Ronan Mountain, TN, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Ronan Mountain, TN

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Denied
Other Business Activities

William is a protection team member at Veritas Tactical, spending about a quarter of his time. He also owns LLEWS Place LLC (minimal time) and has 40% ownership in GOF Partners, LLC (full-time).

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2021 - Present · 5 yrs 3 mos
Wells Fargo Advisors
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - April 2021 · 12 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - April 2021 · 12 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
November 1996 - April 2007 · 10 yrs 5 mos
Morgan Stanley Dw INC.Broker
November 1996 - April 2007 · 10 yrs 5 mos
State Registrations44 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.