Renee Charlene De Haan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → 04/2024
  Equitable Advisors, Llc
  New York, NY
• 07/2014 → 07/2023
  Trinity Health Saint Mary'S Hospital
  Grand Rapids, MI
• 01/2022 → 06/2022
  Start Up Grind
  Grand Rapids, MI
• 09/2019 → 08/2022
  Davenport University
  Grand Rapids, MI
• 04/2024 → 12/2024
  Principal Securities
  Grand Rapids, MI
• 01/2025 → 06/2026
  Nylife Securities Llc
  Grand Rapids, MI
• 07/2026 → Present
  Western And Southern Life
  Grand Rapids, MI
• 07/2026 → Present
  W&S Brokerage Services, Inc.
  Grand Rapids, MI

Previous Registrations

• 2024-04-25 → 2025-01-07
  Principal Securities, Inc.
  Grand Rapids, MI
• 2023-07-20 → 2024-05-01
  Equitable Advisors, Llc
  Grand Rapids, MI

Other Businesses

Western Southern Life - No - (Grand Rapids, MI)- Full Times Sales Agent

Exams

• S66 Uniform Combined State Law Examination
  2023-05-26

Other Names

• Renee Charlene De Haan
• Renee Griffey
• Renee Charlene Dehaan
• Renee C De Haan
• Renee De Haan