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
400 Broadway, Cincinnati, OH 45202
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 41 - 50 of 72 top financial advisors.
41
Paul Kelbly, financial advisor Cincinnati OH
Paul J. Kelbly
CRD#: 6703528
400 Broadway, 4th Floor, Cincinnati, OH 45202

Paul Kelbly (CRD# 6703528) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry.

42
Choong Kim, financial advisor Cerritos CA
Choong M. Kim
CRD#: 7438483
17777 Center Court Drive, Suite 625, Cerritos, CA 90703

Choong Kim (CRD# 7438483) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cerritos, CA and has 1 year of experience in the finance industry.

43
Ryan Kohout, financial advisor Findlay OH
Ryan Kohout
CRD#: 7716185
Riverview Building, 1000 East Main Crross, Suite 103, Findlay, OH 45840

Ryan Kohout (CRD# 7716185) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Findlay, OH and has 1 year of experience in the finance industry.

44
Trang Le, financial advisor Pittsburgh PA
Trang A. Le
CRD#: 7334553
3 Penn Center West, Suite 340, Pittsburgh, PA 15276

Trang Le (CRD# 7334553) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry.

45
Jonathan Levine, financial advisor Indianapolis IN
Jonathan D. Levine
CRD#: 6349123
8520 Allison Pointe Blvd, Suite 110, Indianapolis, IN 46250

Jonathan Levine (CRD# 6349123) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.

46
Keith Lewis, financial advisor Loveland OH
Keith A. Lewis
CRD#: 7628252
6281 Tri Ridge Blvd, Suite 310, Loveland, OH 45140

Keith Lewis (CRD# 7628252) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Loveland, OH and has 1 year of experience in the finance industry.

47
Jordan Lutz, financial advisor Grove City OH
Jordan A. Lutz
CRD#: 7076302
1953 Ohio Drive, Grove City, OH 43123

Jordan Lutz (CRD# 7076302) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Grove City, OH and has over 3 years of experience in the finance industry.

48
Joseph Lynch, financial advisor Cincinnati OH
Joseph H. Lynch
CRD#: 2154328
400 Broadway, Cincinnati, OH 45202

Joseph Lynch (CRD# 2154328) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 32 years of experience in the finance industry.

49
Michael Malott, financial advisor Grand Rapids MI
Michael L. Malott
CRD#: 7383247
2900 Charlevoix Dr Se Ste 330, Grand Rapids, MI 49546

Michael Malott (CRD# 7383247) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Grand Rapids, MI and has over 2 years of experience in the finance industry.

50
Zachary Martin, financial advisor Cincinnati OH
Zachary R. Martin
CRD#: 7511502
3860 Race Rd, Suite 105, Cincinnati, OH 45211

Zachary Martin (CRD# 7511502) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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