Orland Park, IL Office

Team
Updated today

Client AUM

$257,179,879

Clients

772

Advisors

2

Of 94 advisors across 40 offices

HNW client ratio

Location

15321 South 94th Ave, Suite 101

Orland Park IL 60462

Advisors at this office

2

Advisors at this office

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David A

ChFC®, Series 63, Series 65

Orland Park, IL

W&S BROKERAGE Services, Inc.

David Adamson is a financial advisor with W&S Brokerage Services, Inc. in Orland Park, Illinois, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with W&S Brokerage Services and Western Southern Life since 2014, where he also serves as a full-time sales manager. W&S Brokerage Services, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a wrap-fee asset allocation program with 25 model portfolios that include 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, employing a model-based, discretionary investment process with strategic and tactical asset allocations managed by Fort Washington Investment Advisors.

ESG / Sustainable investing Tax-loss harvesting
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Muhammad S

Series 65, Series 63

Orland Park, IL

W&S BROKERAGE Services, Inc.

Muhammad Siddiqui is an advisor at W&S Brokerage Services, Inc. with Series 65 and Series 63 designations. He has experience in the financial services industry beginning in 2024, including roles at Allstate, Western & Southern Life, and Gohealth LLC. 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 across an extensive branch network.

ESG / Sustainable investing Tax-loss harvesting
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