Las Vegas, NV 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
2140 E Pebble Rd, Suite 230
Las Vegas NV 89123-3221
Advisors at this office
3
Advisors at this office
Ian D
Series 65, Series 63
Las Vegas, NV
W&S BROKERAGE Services, Inc.
Ian Danielson is an investment advisor at W&S Brokerage Services, Inc. in Las Vegas, NV, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to his current role, he has held positions at Western & Southern Life and various companies in sales and contracting. He is currently 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 serves individuals, trusts, retirement plans, and other entities through a model-driven, discretionary asset-allocation program using affiliated and unaffiliated funds, alongside brokerage distribution and insurance-agent services.
Kristofer L
Series 63, Series 65, Series 66
Las Vegas, NV
W&S BROKERAGE Services, Inc.
Kristofer Lanzer is an investment advisor at W&S Brokerage Services, Inc. with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at firms including Foundations Investment Advisors, J. Alden Associates, Gainbridge, and TIAA. He is also a full-time sales agent for 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, discretionary wrap-fee asset-allocation program that serves individuals, trusts, retirement plans, and other entities with portfolios tailored to various risk profiles and investment objectives, including tax-aware and socially conscious strategies.
Scott W
Series 63, Series 65
Las Vegas, NV
W&S BROKERAGE Services, Inc.
Scott Walker is a financial advisor with W&S Brokerage Services, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Western & Southern Life, LPL Financial, CUSO Financial Services, Wescom Financial Services, Bank of America, Merrill, and Wells Fargo Investments, among others. 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 multiple risk profiles and investment objectives, combining brokerage, advisory, and insurance services to individuals, trusts, and retirement plans.
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