Scott
Bliss

W&S Brokerage Services, Inc

CRD#7423810
Investment Advisor
in Findlay, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Bliss is a financial advisor based in Findlay, Ohio, working with W&S Brokerage Services, Inc. Scott has previously held positions at W&S Brokerage Services, Western & Southern Life, Grubhub Delivery, Wood Lane Residential Services, Williams Homes LLC, Jimmy Johns, and as a student. Scott has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Scott is part of W&S Brokerage Services, Inc, which operates out of Findlay, 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 selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Riverview Building 1000 East Main Crross, Suite 103
Findlay, OH 45840

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

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

85

OH Average: 34
Total Number of Accounts

451

OH Average: 1,972
Average Account Size

$272,427

OH Average: $1,068,125

Investment Advisory Services

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

Scott Bliss Work History

2021 - Present (3 years)

W&S Brokerage Services

2021 - Present (3 years)

Western & Southern Life

2021 - 2021 (< 1 year)

Grubhub Delivery

2018 - 2021 (3 years)

Wood Lane Residential Services

2017 - 2018 (1 year)

Williams Homes LLC

2015 - 2017 (2 years)

Jimmy Johns

2011 - 2015 (4 years)

Student

Disclosures

Please visit the SEC profile of Scott Bliss 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

Jonathan Levine
Indianapolis, IN
David Adamson
Orland Park, IL
Dwayne Daniels
Loveland, OH
Poh Wah Kenney Yiow
Roanoke, TX
Remington Taylor
Cincinnati, OH
Jeffry Risser
Findlay, OH
Cindy Tsai
Cincinnati, OH
Jared Bovinet
Greenville, SC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started