Columbus, OH 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
8425 Pulsar Place, Suite 310
Columbus OH 43240-4041
Advisors at this office
2
Advisors at this office
Zachary M
Series 65, Series 63
Columbus, OH
W&S BROKERAGE Services, Inc.
Zachary Moritz is an advisor at W&S Brokerage Services, Inc. with Series 63 and Series 65 licenses and one year of industry experience. He has held roles at W&S Brokerage, Western Southern Life, Capstone Wealth Advisors, and has also worked in the food service industry and at The Ohio State University. He serves as a financial representative for Western Southern Life in Columbus, Ohio. 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, discretionary asset-allocation program with five risk profiles and investment objectives, combining brokerage, advisory, and insurance services for individuals, trusts, and retirement plans.
George A
Series 65, Series 63
Columbus, OH
W&S BROKERAGE Services, Inc.
George Albach is a financial advisor at W&S Brokerage Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Western & Southern Life. Outside of his advisory role, he has experience running a sports camp business. 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, discretionary asset allocation program using 25 model portfolios and serves individuals, trusts, retirement plans, and other entities through investment management, brokerage, and insurance services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")