Michael
Malott
W&S Brokerage Services, Inc
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About this Advisor
Michael Malott is a financial advisor who works out of Grand Rapids, Michigan with a total of 2 years of industry experience. Malott is an employee of W&S Brokerage Services, Inc. Throughout their career, Malott has worked at W&S Brokerage Services, Western & Southern Life, Bankers Life And Casualty Co, Michael Malott Insurance Agency - State Farm, Tony Brooks State Farm Insurance Agent and State Farm Mutual Company. Malott maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. W&S Brokerage Services, Inc is a financial advisory business that has its headquarters in Cincinnati, OH. The company has offices in 50 locations and a total of 71 advisors. It administers $54 million in assets among its 233 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. The advisory firm has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which service is offered. However, fee types billed by W&S Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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W&S Brokerage Services, Inc Brokerage Details
$53,837,000
71
233
$231,060
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Malott Work History
Michael has been registered as a financial advisor for 2 years.*
W&S Brokerage Services
Western & Southern Life
Bankers Life And Casualty Co
Bankers Life And Casualty Co
Michael Malott Insurance Agency - State Farm
Tony Brooks State Farm Insurance Agent
State Farm Mutual Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Malott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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