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Janet Elizabeth Lakes

W&S Brokerage Services, Inc.

Fort Wright, KY

CRD 7810324

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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

AuthorityCategoryStatusDate
KY RA APPROVED 2026-05-07
  • KY RA
    APPROVED
    Since 2026-05-07

Branch Locations

909 Wright'S Summit Pkwy Suite 100, Fort Wright, KY 41017 • 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 Services Ft Wright KY 10/2023 Present
Western & Southern Life Ft Wright KY 08/2023 Present
Local Insurance Advisors Wichita KS 06/2022 08/2023
Selectquote Insurance Overland Park KS 06/2021 06/2022
You 1St Realty Denver CO 10/2020 08/2023
Mdc Holdings Corp, Richmond American Homes Denver CO 08/2019 09/2020
Exp Realty Commerce City CO 08/2018 10/2020
Remax Commerce City CO 04/2018 08/2018
Mile High Acura Denver CO 09/2017 01/2018
Unemployed Commerce City CO 06/2017 09/2017
Ohio Valley Honda Steubenville OH 06/2016 06/2017
  • 10/2023 → Present
    W&S Brokerage Services
    Ft Wright, KY
  • 08/2023 → Present
    Western & Southern Life
    Ft Wright, KY
  • 06/2022 → 08/2023
    Local Insurance Advisors
    Wichita, KS
  • 06/2021 → 06/2022
    Selectquote Insurance
    Overland Park, KS
  • 10/2020 → 08/2023
    You 1St Realty
    Denver, CO
  • 08/2019 → 09/2020
    Mdc Holdings Corp, Richmond American Homes
    Denver, CO
  • 08/2018 → 10/2020
    Exp Realty
    Commerce City, CO
  • 04/2018 → 08/2018
    Remax
    Commerce City, CO
  • 09/2017 → 01/2018
    Mile High Acura
    Denver, CO
  • 06/2017 → 09/2017
    Unemployed
    Commerce City, CO
  • 06/2016 → 06/2017
    Ohio Valley Honda
    Steubenville, OH
Other Businesses

Western & Southern Life - No - Ft. Wright, KY - Full Time Sales Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-07
S63 Uniform Securities Agent State Law Examination 2023-11-27
  • S65 Uniform Investment Adviser Law Examination
    2026-05-07
  • S63 Uniform Securities Agent State Law Examination
    2023-11-27
Other Names
  • Janet Elizabeth Hamilton

View on SEC IAPD

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