Findlay, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. It offers the W&S Wealth Solutions wrap fee asset-allocation program—built from 25 model portfolios invested in affiliated and unaffiliated mutual funds, ETFs and money market funds—and also provides brokerage distribution and insurance-agent services to individuals, trusts, retirement plans and other entities.
The firm uses a model-driven, discretionary allocation process administered with an affiliated sub-adviser, Fort Washington Investment Advisors, that maps clients to one of five risk profiles and five investment objectives (including Socially Conscious, Tax Aware and EnFocus). Portfolios are monitored at least quarterly and rebalanced to target bands (±2.5% generally, ±5% for Tax Aware), and the program includes specific tax-aware practices such as using ETFs to bridge accounts funded late in the year and a client-directed tax-loss harvesting process in November–December.
W&SBS’s structure combines uncommon features for an investment manager: it both sponsors a wrap-fee program and operates in a broker-dealer capacity while its advisors also hold insurance licenses and sell affiliated Touchstone mutual funds, reflecting its ownership by an insurance group. The firm’s use of affiliated sub-advisers and proprietary funds, its compensation and referral arrangements between advisory and brokerage roles, and its operation through an extensive branch network distinguish its business model from many peers.
Based on W&S BROKERAGE Services, Inc.
Location
Riverview Building, 1000 East Main Crross, Suite 103
Findlay OH 45840
Advisors at this office
6
Advisors at this office
Scott B
Series 63, Series 65
Findlay, OH
W&S BROKERAGE Services, Inc.
Scott Bliss is a financial advisor with W&S Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. His work background includes roles at Western & Southern Life and W&S Brokerage Services, along with earlier positions in delivery and residential services. 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 wrap fee program with multiple investment objectives and uses affiliated sub-advisers to manage portfolios for individuals, trusts, and retirement plans.
Logan N
Series 63, Series 65
Findlay, OH
W&S BROKERAGE Services, Inc.
Logan Nicely is an investment advisor at W&S Brokerage Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he has held positions at Western & Southern Life and various other companies, including Discount Drug Mart and Northern Manufacturing Co. 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 a range of affiliated and unaffiliated funds, serving individuals, trusts, retirement plans, and other entities through an extensive branch network.
Trenton M
Series 63, Series 65
Findlay, OH
W&S BROKERAGE Services, Inc.
Trenton Miller is an investment advisor at W&S Brokerage Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and serves as an Ambassador Benefits Coordinator and Vice President of the Board for the West Ohio Christian Chamber of Commerce. W&S Brokerage Services, Inc. is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm manages a wrap fee asset-allocation program with model portfolios tailored to various risk profiles and investment objectives, combining brokerage, advisory, and insurance services for individuals, trusts, retirement plans, and other entities.
Jeffry R
Series 66
Findlay, OH
W&S BROKERAGE Services, Inc.
Jeffry Risser is a Series 66-licensed financial advisor with 12 years of industry experience, currently working at Western Southern Life since 2014. He serves on the advisory board for the Insurance and Risk Management Program at Bowling Green State University and is a board member and ambassador for the Bowling Green Chamber of Commerce. W&S Brokerage Services, Inc., affiliated with Western & Southern Financial Group, operates as both a broker-dealer and SEC-registered investment adviser. The firm offers a model-driven, discretionary asset-allocation program incorporating various risk profiles and investment objectives, supported by affiliated sub-advisers and including tax-aware portfolio management.
Zachary M
ChFC®, Series 63
Findlay, OH
W&S BROKERAGE Services, Inc.
Zachary Metzger is a financial advisor at W&S Brokerage Services, Inc. with eight years of industry experience. He holds a Series 63 designation and has worked at W&S Brokerage Services and Western Southern Life since 2017. Outside of his advisory role, he has served as an official for high school and NCAA women’s basketball, football, and baseball games. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that manages a model-based, discretionary wrap-fee asset allocation program. The firm serves institutional and individual clients, including retirement and benefit plans, and utilizes a combined quantitative and qualitative due diligence process to select funds and managers.
Bryan O
CFP®, ChFC®, Series 63
Findlay, OH
W&S BROKERAGE Services, Inc.
Bryan Okuley is a financial advisor at W&S Brokerage Services, Inc. with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Bryan has worked at W&S Brokerage Services since 2013 and at Western Southern Life since 2012. He serves as a board member of the BGSU Insurance Advisory Board and is the vice president of public relations for the Westgate Toastmasters Club. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that manages a wrap-fee asset allocation program featuring 25 models 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 process with strategic and tactical asset allocations constructed by Fort Washington Investment Advisors.
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