Best Investors Account Sign in
Employer firm

W&S Advisory Services, LLC CRD 334683

$5.29M regulatory AUM 6,689 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
W&S Advisory Services, Llc

303 Broadway Suite 1100, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-02-24
  • IN RA
    APPROVED
    Since 2026-02-24

Branch Locations

4100 Edison Lakes Pkwy Suite 330, Mishawaka, IN 46545 • United States

303 Broadway Suite 1100, Cincinnati, OH 45202 • United States

W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-09
MI RA APPROVED 2025-10-24
IN RA APPROVED 2025-10-16
  • CA RA
    APPROVED
    Since 2025-12-09
  • MI RA
    APPROVED
    Since 2025-10-24
  • IN RA
    APPROVED
    Since 2025-10-16

Branch Locations

4100 Edison Lakes Pkwy Suite 330, Mishawaka, IN 46545 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
W&S Brokerage Cincinnati OH 09/2021 Present
Western And Southern Life Mishawaka IN 06/2021 Present
Unemployed Granger IN 10/2019 06/2021
Weigand Construction South Bend IN 09/2019 10/2019
Unemployed Granger IN 04/2019 09/2019
Truma Corp. Elkhart IN 05/2017 04/2019
Waterfurnace Michiana Berrien Springs MI 08/2006 05/2017
  • 09/2021 → Present
    W&S Brokerage
    Cincinnati, OH
  • 06/2021 → Present
    Western And Southern Life
    Mishawaka, IN
  • 10/2019 → 06/2021
    Unemployed
    Granger, IN
  • 09/2019 → 10/2019
    Weigand Construction
    South Bend, IN
  • 04/2019 → 09/2019
    Unemployed
    Granger, IN
  • 05/2017 → 04/2019
    Truma Corp.
    Elkhart, IN
  • 08/2006 → 05/2017
    Waterfurnace Michiana
    Berrien Springs, MI
Other Businesses

Western & Southern Life-NO-Mishawaka, IN-Full Time Sales Agent///Plastics Reimagined LLC, Niles MI, Partner, LLC created to hold a pending patent, Not securities related, No compensation///

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
S63 Uniform Securities Agent State Law Examination 2021-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16
  • S63 Uniform Securities Agent State Law Examination
    2021-11-13
Other Names
  • Tyler Mccullough

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Mishawaka, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor