W&S Brokerage Services, Inc.

Overview

W&S Brokerage Services, Inc. is a Broker Dealer and registered investment adviser based in Cincinnati, OH, registered since 1980. It reports $257M in assets under management across 963 accounts, with 114 employees. Its 407 registered representatives work across 86 branch offices in 21 states.

Reported AUM

$257M

Discretionary

100%

Accounts

963

Average account

$267K

Employees

114

Registered reps

407

Branch offices

86

Registered since

1980

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 3 of 16

• Troy Dale Brodie President CRD 1924559
• Shawn Michael Scott Chief Compliance Officer CRD 4673623
• Terrie Ann Wiedenheft Senior Vice President, Chief Financial Officer, Treasurer CRD 2619213

13 more executive officers, with direct contact details

Registered reps 3 of 407

• Emily Mariah Abbott Insurance Agent · Registered Rep CRD 7984518
• David A Adamson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2948548
• Rebecca L Adkins Insurance Agent · Registered Rep CRD 7015699

404 more registered reps, with emails, phones and branch locations

Location

Headquarters

400 Broadway St
Cincinnati, OH 45202

County

Hamilton

Metro area

Cincinnati, OH-KY-IN

Region

Midwest

Branch offices

86 in 21 states, including Celina, OH, Hickory, NC and Maysville, KY

Registrations

• SEC registered, corporation formed in Ohio
• Registered in 52 jurisdictions
• Website: westernsouthernlife.com

Every state, with registration dates

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