W&s Brokerage Services, Inc.

W&s Brokerage Services, Inc. (CRD# 8099) is a financial advisory firm headquartered in Cincinnati, OH. They manage $122,864,622 in 451 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $272,427
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV

Financial Advisors at W&s Brokerage Services, Inc.
Showing 11 - 20 of 72 top financial advisors.
11
George M. Kay
CRD#: 1377320
400 Broadway, 4th Floor, Cincinnati, OH 45202

George Kay (CRD# 1377320) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 38 years of experience in the finance industry.

12
Jane E. Kwoun
CRD#: 4349951
17777 Center Court Drive, Suite 625, Cerritos, CA 90703

Jane Kwoun (CRD# 4349951) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cerritos, CA and has over 22 years of experience in the finance industry.

13
Salvatore Lauri
CRD#: 5051409
460 East Swedesford Road, Suite 1030, Wayne, PA 19087

Salvatore Lauri (CRD# 5051409) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Wayne, PA and has over 18 years of experience in the finance industry.

14
Robert A. Neff
CRD#: 6477277
Riverview Building, 1000 East Main Crross, Suite 103, Findlay, OH 45840

Robert Neff (CRD# 6477277) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Findlay, OH and has over 5 years of experience in the finance industry.

15
Michael J. Nordyke
CRD#: 5116220
400 Broadway, 4th Floor, Cincinnati, OH 45202

Michael Nordyke (CRD# 5116220) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 17 years of experience in the finance industry.

16
Richard K. Ryan
CRD#: 4678296
400 Broadway, 4th Floor, Cincinnati, OH 45202

Richard Ryan (CRD# 4678296) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.

17
James R. Schleicher
CRD#: 5192894
4230 State Route 306, Suite 300, Willoughby, OH 44094

James Schleicher (CRD# 5192894) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Willoughby, OH and has over 10 years of experience in the finance industry.

18
Shawn M. Scott
CRD#: 4673623
303 Broadway, 16th Floor, Cincinnati, OH 45202

Shawn Scott (CRD# 4673623) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.

19
Joseph L. Sheffieck
CRD#: 4893944
Northfield Plaza, 5700 Crooks Road, Suite 350, Troy, MI 48098

Joseph Sheffieck (CRD# 4893944) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Troy, MI and has over 19 years of experience in the finance industry.

20
Timothy S. Stearns
CRD#: 1327230
303 Broadway, 16th Floor, Cincinnati, OH 45202

Timothy Stearns (CRD# 1327230) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.

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