firm profile
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
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
- Products and services
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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