Upper Sandusky, OH Office

WesBanco Securities, Inc. provides investment advisory services to a broad client base that includes individual investors, high‑net‑worth clients, trusts, estates, corporations and retirement plans through its Comprehensive Portfolio Management wrap‑fee program and third‑party managed programs. Services include customized financial planning and portfolio management delivered via non‑discretionary advisor‑managed wrap accounts as well as access to separately managed accounts, unified managed accounts and model portfolios.

The firm’s process emphasizes a tailored investment strategy based on the client’s objectives, risk tolerance and time horizon, using methods such as fundamental, technical and charting analysis alongside ongoing monitoring and rebalancing. For implementation and custody it relies on third‑party program sponsors (including BNY Mellon Advisors and SEI) that provide discretionary model management, reporting and execution while WSI’s financial consultants work with clients on strategy and trade decisions in non‑discretionary wrap accounts.

WSI’s structure is notable among peers: it is a subsidiary of a bank holding company and affiliated with a trust company, and it is also registered as a broker‑dealer and insurance agency, so its representatives are dually registered and may receive advisory compensation alongside brokerage, 12b‑1 and insurance commissions and referral fees. The firm primarily operates using asset‑based wrap fees rather than fixed‑fee arrangements and discloses potential conflicts tied to its clearing/custodial relationship with Pershing and referrals to affiliated trust and insurance services.