Keith
Lewis
W&S Brokerage Services, Inc
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About this Advisor
Keith Lewis is a financial advisor based in Loveland, Ohio, working with W&S Brokerage Services, Inc. Keith has previously held positions at W&S Brokerage Services, Western & Southern Life, and Wine Cellar Innovations. Keith has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Keith is part of W&S Brokerage Services, Inc, which operates out of Loveland, Ohio. 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
Services Offered
Fee Structure
Office Location
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W&S Brokerage Services, Inc Brokerage Details
$122,864,622
85
451
$272,427
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Keith Lewis Work History
W&S Brokerage Services
Western & Southern Life
Wine Cellar Innovations
Disclosures
Please visit the SEC profile of Keith Lewis 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
Orland Park, IL
Cincinnati, OH
Indianapolis, IN
Owings Mills, MD
Greenville, SC
Findlay, OH
Jacksonville, FL
Loveland, OH
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