Stefan
Biddinger

W&S Brokerage Services, Inc

CRD#7290432
Investment Advisor
in Miamisburg, OH

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About this Advisor

Stefan Biddinger is a financial advisor based in Miamisburg, Ohio, working with W&S Brokerage Services, Inc. Stefan has previously held positions at Fifth Third Bank, Applebees International Inc, Kettering Health Network Grandview Hospital, Cedarville University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, W&S Brokerage Services, and Western & Southern Life. Stefan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Ohio. Currently, Stefan is part of W&S Brokerage Services, Inc, which operates out of Miamisburg, 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 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

2 Prestige Place Suite 310
Miamisburg, OH 45342

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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

Stefan Biddinger Work History

2022 - Present (2 years)

W&S Brokerage Services

2022 - Present (2 years)

Western & Southern Life

2021 - Present (3 years)

Northwestern Mutual Life Insurance Company

2021 - Present (3 years)

Northwestern Mutual Investment Services LLC

2021 - Present (3 years)

Northwestern Mutual Wealth Management Company

2017 - 2020 (3 years)

Fifth Third Bank

2016 - 2017 (1 year)

Applebees International Inc

2015 - 2016 (1 year)

Kettering Health Network Grandview Hosptial

2013 - 2015 (2 years)

Cedarville University

2009 - 2020 (11 years)

Student

Disclosures

Please visit the SEC profile of Stefan Biddinger 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

Cindy Tsai
Cincinnati, OH
David Adamson
Orland Park, IL
Jonathan Levine
Indianapolis, IN
Remington Taylor
Cincinnati, OH
Dwayne Daniels
Loveland, OH
David Goldman
Owings Mills, MD
Jeffry Risser
Findlay, 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.

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