Zachary
Martin

W&S Brokerage Services, Inc

CRD#7511502
Investment Advisor
in Ft Mitchell, KY

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About this Advisor

Zachary Martin is a financial advisor based in Ft Mitchell, Kentucky, working with W&S Brokerage Services, Inc. Zachary has previously held positions at W&S Brokerage Services, Western And Southern Life, Nevada Power Products Inc, University Of The Cumberlands, Control Installation Specialists, Smashburger Inc, Servpro Inc, Folsom Lake College, and North Valleys High School. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana, Nevada, and Ohio. Currently, Zachary is part of W&S Brokerage Services, Inc, which operates out of Ft Mitchell, Kentucky. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

909 Wright'S Summit Pkwy Suite 100
Ft Mitchell, KY 41017

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W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

KY Average: $2,106,341,625
Total Number of Employees

85

KY Average: 34
Total Number of Accounts

451

KY Average: 1,972
Average Account Size

$272,427

KY Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Zachary Martin Work History

2022 - Present (2 years)

W&S Brokerage Services

2022 - Present (2 years)

Western And Southern Life

2021 - 2022 (1 year)

Nevada Power Products Inc

2019 - 2021 (2 years)

University Of The Cumberlands

2019 - 2019 (< 1 year)

Control Installation Specialists

2018 - 2019 (1 year)

University Of The Cumberlands

2018 - 2018 (< 1 year)

Control Installation Specialists

2017 - 2018 (1 year)

Smashburger Inc

2017 - 2017 (< 1 year)

Servpro Inc

2016 - 2017 (1 year)

Smashburger Inc

2016 - 2016 (< 1 year)

Folsom Lake College

2012 - 2016 (4 years)

North Valleys High School

Disclosures

Please visit the SEC profile of Zachary Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at W&S Brokerage Services, Inc

David Adamson
Orland Park, IL
Jared Bovinet
Greenville, SC
Jeffry Risser
Findlay, OH
Cindy Tsai
Cincinnati, OH
Dwayne Daniels
Loveland, OH
Remington Taylor
Cincinnati, OH
Vivienne Ather
Jacksonville, FL
David Goldman
Owings Mills, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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