Timothy
Stearns

W&S Brokerage Services, Inc

CRD#1327230
Investment Advisor
in Cincinnati, OH

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About this Advisor

Timothy Stearns is a financial advisor based in Cincinnati, Ohio, working with W&S Brokerage Services, Inc. Timothy has previously held positions at Ifs Financial Services Inc and Touchstone Securities Inc. Timothy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Timothy 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. 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

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

303 Broadway 16Th Floor
Cincinnati, OH 45202

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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

Timothy Stearns Work History

2013 - Present (11 years)

Ifs Financial Services Inc

2013 - Present (11 years)

Touchstone Securities Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Timothy Stearns 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

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

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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