Troy, 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
3
Of 94 advisors across 40 offices
HNW client ratio
—
Location
Northfield Plaza, 5700 Crooks Road, Suite 350
Troy MI 48098
Advisors at this office
3
Advisors at this office
Joseph H
Series 63, Series 65
Troy, MI
W&S BROKERAGE Services, Inc.
Joseph Hanna is a financial advisor with W&S Brokerage Services, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at W&S Brokerage Services since 2007 and is also a full-time agent at Western Southern Life, a role he has held since 2000. 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 model portfolios invested in 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 Fort Washington Investment Advisors as sub-adviser.
Kristie D
Series 63, Series 65
Troy, MI
W&S BROKERAGE Services, Inc.
Kristie Damore is a financial advisor with W&S Brokerage Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with W&S Brokerage, Western & Southern Life, and PFS Investments since 2020 and has prior experience at Primerica Financial Services and Vera Bradley. Damore also serves as 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 asset-allocation program with multiple risk profiles and investment objectives, combining brokerage, advisory, and insurance services to individuals, trusts, and retirement plans.
Evan V
Series 66
Troy, MI
W&S BROKERAGE Services, Inc.
Evan Valeri is a financial advisor at W&S Brokerage Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Thrivent Financial. In addition to his advisory role, he is also an author. 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 serving individuals, trusts, retirement plans, and other entities, with a focus on risk-profile mapping, tax-aware strategies, and a combination of advisory and brokerage services.
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