Columbus, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$257,179,879
ClientsTotal clients
772
AdvisorsAdvisors at this office
2
Of 94 advisors across 40 offices
HNW client ratio
—
Location
3007 25th Street, Suite F
Columbus IN 47203-2434
Advisors at this office
2
Advisors at this office
Thomas R
ChFC®, Series 63
Columbus, IN
W&S BROKERAGE Services, Inc.
Thomas Roll is a ChFC® credentialed financial advisor with 10 years of industry experience. He has been with W&S Brokerage Services, Inc. since 2015 and is also affiliated with Western Southern Life. Outside of his advisory role, he serves as secretary on the finance committee for Sandy Creek Christian Academy and as vice president of the Seymour Business Connection referral group. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that manages a model-based, discretionary asset allocation program for pooled, institutional, and individual clients. The firm combines investment management with broker-dealer and insurance services, offering proprietary affiliated funds and operating a large branch network.
Blair H
Series 63, Series 65
Columbus, IN
W&S BROKERAGE Services, Inc.
Blair Hrovat is a financial advisor with W&S Brokerage Services, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at W&S Brokerage Services since 2017 and is also a full-time staff manager at Western & Southern Life, where he has been employed since 2012. W&S Brokerage Services is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a wrap-fee asset allocation program with 25 model portfolios invested in a mix of affiliated and unaffiliated mutual funds, ETFs, and money market funds. The firm serves individual clients as well as retirement and benefit plan accounts, using a model-based, discretionary investment approach with strategic and tactical allocations provided by Fort Washington Investment Advisors.
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