Grand Rapids, MI 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
2900 Charlevoix Dr SE Ste 330
Grand Rapids MI 49546-7049
Advisors at this office
2
Advisors at this office
Renee D
Series 66
Grand Rapids, MI
W&S BROKERAGE Services, Inc.
Renee De Haan is a financial advisor with W&S Brokerage Services, Inc. holding a Series 66 designation and two years of industry experience. Her work history includes roles at Western and Southern Life, NYLIFE Securities LLC, Principal Securities, and Equitable Advisors, LLC. Prior to her financial services career, she spent nine years at Trinity Health Saint Mary's Hospital and three years at Davenport University. 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 and brokerage distribution and insurance-agent services to individuals, trusts, retirement plans, and other entities.
Joseph S
Series 63, Series 65
Grand Rapids, MI
W&S BROKERAGE Services, Inc.
Joseph Sheffieck is a financial advisor with W&S Brokerage Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at W&S Brokerage Services and Western Southern Life since 2020 and previously at MML Investors Services and Mass Mutual from 2013 to 2020. Outside of his advisory role, he serves as a lacrosse official with the Michigan Lacrosse Officials Association. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary investment program combining affiliated and unaffiliated mutual funds, ETFs, and money market funds. The firm serves pooled, institutional, and individual clients, including retirement and benefit plans, and utilizes a quantitative and qualitative due-diligence process with strategic rebalancing and tax-sensitive features.
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