Las Vegas, NV 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
3
Of 94 advisors across 40 offices
HNW client ratio
—
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 a financial advisor with W&S Brokerage Services, Inc. in Las Vegas, NV, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at Western & Southern Life as a full-time sales agent. Ian's background also includes roles in various other industries, such as contracting and retail. 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 with portfolios tailored to risk profiles and investment objectives, combining brokerage, advisory, and insurance services through an integrated platform.
Kristofer L
Series 66, Series 63, Series 65
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 66, Series 63, and Series 65 credentials. His prior roles include positions at Western & Southern Life, Foundations Investment Advisors, J. Alden Associates, Gainbridge, and TIAA. He is also a full-time sales agent with Western Southern Life in Las Vegas. 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 portfolios mapped to client risk profiles and investment objectives, with a focus on tax-aware and socially conscious strategies.
Scott W
Series 65, Series 63
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 65 and Series 63 licenses and bringing 33 years of industry experience. His career includes roles at firms such as Western & Southern Life, LPL Financial, CUSO Financial Services, Wescom Financial Services, Bank of America, and Merrill. 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, serving individuals, trusts, and retirement plans through a combination of advisory, 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")