Scott James Bliss
Advisor at W&S BROKERAGE Services, Inc. — Findlay, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
5 years
Location
Findlay, OH 45840
Scott Bliss is an advisor at W&S Brokerage Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current roles at W&S Brokerage Services and Western & Southern Life, he worked in various positions including delivery and residential services. He is also a full-time sales agent at Western & Southern Life. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven wrap fee asset-allocation program with portfolios tailored to client risk profiles and investment objectives, combining advisory, brokerage, and insurance services through an extensive branch network.
Based on W&S BROKERAGE Services, Inc.
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.40% annually $500,001 - $750,000: 1.30% annually $750,001+: 1.10% annually
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $500 for most Investment Objectives; $250 for EnFocus™; $75 for Companion Account with EnFocus™ Fee-only: W&S Wealth Solutions Fee is asset-based with no commissions on program assets
Findlay, OH
Riverview Building, 1000 East Main Crross, Suite 103
Findlay OH 45840
Advisors at this office
6
Ohio
5 years of industry experience
W&S Brokerage Services
2021 - Present • 5 years
Cincinatti, OH
Western & Southern Life
2021 - Present • 5 years
Maumee, OH
Grubhub Delivery
2021 - 2021 • 1 year
Bowling Green, OH
Wood lane residential services
2018 - 2021 • 3 years
Bowling Green, OH
Williams Homes LLC
2017 - 2018 • 1 year
Toledo, OH
Jimmy Johns
2015 - 2017 • 2 years
Toledo, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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