Kristopher
Schwarte
W&S Brokerage Services, Inc
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About this Advisor
Kristopher Schwarte is a financial advisor based in Cincinnati, Ohio, working with W&S Brokerage Services, Inc. Kristopher has previously held positions at Scottrade Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Pfs Investments Inc, Cengage Learning, Gwfs Equities, Inc, W&S Brokerage Services, Inc, Western & Southern Life, Fidelity Investments, Losch & Associates, Fidelity Brokerage Services LLC, and Primerica Financial Services. Kristopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana, Kentucky, and Ohio. Currently, Kristopher is part of W&S Brokerage Services, Inc, which operates out of Cincinnati, Ohio. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million and offers services including portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
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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
Kristopher Schwarte Work History
W&S Brokerage Services, Inc
Western & Southern Life
Pfs Investments Inc
Gwfs Equities, Inc
Primerica Financial Services
Cengage Learning
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade Inc
Fidelity Brokerage Services LLC
Losch & Associates
Fidelity Investments
Disclosures
Please visit the SEC profile of Kristopher Schwarte 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
Findlay, OH
Cincinnati, OH
Greenville, SC
Cincinnati, OH
Owings Mills, MD
Roanoke, TX
Orland Park, IL
Indianapolis, IN
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