Ryan Tepe

W&S Brokerage Services, Inc.

CRD 8238024

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Employer firm

W&S Brokerage Services, Inc. CRD 8099

$257M regulatory AUM 772 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers

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

Current Employers

W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-07-22

OH RA
APPROVED

Since 2026-07-22

Branch Locations

6281 Tri Ridge Blvd Suite 310, Loveland, OH 45140-8345 • 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

Organization	City	State	From	To
Western & Southern Life	Cincinnati	OH	01/2026	Present
Unemployed	Cincinnati	OH	11/2025	01/2026
Cbt Company	Cincinnati	OH	11/2019	11/2025
The Timken Company	Cincinnati	OH	01/2015	11/2019
W&S Brokerage Services, Inc.	Cincinnati	OH	03/2026	Present

01/2026 → Present

Western & Southern Life

Cincinnati, OH
11/2025 → 01/2026

Unemployed

Cincinnati, OH
11/2019 → 11/2025

Cbt Company

Cincinnati, OH
01/2015 → 11/2019

The Timken Company

Cincinnati, OH
03/2026 → Present

W&S Brokerage Services, Inc.

Cincinnati, OH

Other Businesses

Western & Southern Life - NO - Cincinnati, OH - Full Time Sales Agent

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-21
S63	Uniform Securities Agent State Law Examination	2026-05-15

S65 Uniform Investment Adviser Law Examination

2026-07-21
S63 Uniform Securities Agent State Law Examination

2026-05-15

View on SEC IAPD

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