W&S ADVISORY SERVICES, LLC
CRD #334683 SEC #801-132082 CINCINNATI, OH 513-362-8176
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Anderson, Jason, Todd | I | ASSISTANT TREASURER | NA | Control |
| Anderson, Jason, Todd | I | ASSISTANT TREASURER | NA | Control |
| Anderson, Jason, Todd | I | ASSISTANT TREASURER | NA | Control |
| Anderson, Jason, Todd | I | ASSISTANT TREASURER | NA | Control |
| BADER, SPENCER, AARON | I | ASSISTANT TREASURER | NA | Control |
| BADER, SPENCER, AARON | I | ASSISTANT TREASURER | NA | Control |
| BADER, SPENCER, AARON | I | ASSISTANT TREASURER | NA | Control |
| BADER, SPENCER, AARON | I | ASSISTANT TREASURER | NA | Control |
| BADER, SPENCER, AARON | I | ASSISTANT TREASURER | NA | Control |
| BADER, SPENCER, AARON | I | ASSISTANT TREASURER | NA | Control |
| BRODIE, TROY, DALE | I | DIRECTOR | NA | Control |
| BRODIE, TROY, DALE | I | DIRECTOR | NA | Control |
| BRODIE, TROY, DALE | I | DIRECTOR | NA | Control |
| BRODIE, TROY, DALE | I | DIRECTOR | NA | Control |
| BRODIE, TROY, DALE | I | DIRECTOR | NA | Control |
| BRODIE, TROY, DALE | I | DIRECTOR | NA | Control |
| Bultema, John, Henry | I | DIRECTOR | NA | Control |
| Bultema, John, Henry | I | DIRECTOR | NA | Control |
| Bultema, John, Henry | I | DIRECTOR | NA | Control |
| Bultema, John, Henry | I | DIRECTOR | NA | Control |
| Bultema, John, Henry | I | DIRECTOR | NA | Control |
| Bultema, John, Henry | I | DIRECTOR | NA | Control |
| Fotsch, Benjamin, Edward | I | VICE PRESIDENT | NA | Control |
| Fotsch, Benjamin, Edward | I | VICE PRESIDENT | NA | Control |
| Fotsch, Benjamin, Edward | I | VICE PRESIDENT | NA | Control |
| Fotsch, Benjamin, Edward | I | VICE PRESIDENT | NA | Control |
| Fotsch, Benjamin, Edward | I | VICE PRESIDENT | NA | Control |
| Fotsch, Benjamin, Edward | I | VICE PRESIDENT | NA | Control |
| Herron, Sarah, Sparks | I | CORPORATE SECRETARY, CFO, CLO | NA | Control |
| Herron, Sarah, Sparks | I | CORPORATE SECRETARY, CFO, CLO | NA | Control |
| Herron, Sarah, Sparks | I | CORPORATE SECRETARY | NA | Control |
| Herron, Sarah, Sparks | I | CORPORATE SECRETARY | NA | Control |
| Herron, Sarah, Sparks | I | CORPORATE SECRETARY | NA | Control |
| Herron, Sarah, Sparks | I | CORPORATE SECRETARY | NA | Control |
| Herron, Sarah, Sparks | I | CORPORATE SECRETARY | NA | Control |
| Herron, Sarah, Sparks | I | CORPORATE SECRETARY | NA | Control |
| JOHNSON, JAY, VINCENT | I | VICE PRESIDENT AND TREASURER | NA | Control |
| JOHNSON, JAY, VINCENT | I | VICE PRESIDENT AND TREASURER | NA | Control |
| JOHNSON, JAY, VINCENT | I | VICE PRESIDENT AND TREASURER | NA | Control |
| JOHNSON, JAY, VINCENT | I | VICE PRESIDENT AND TREASURER | NA | Control |
| JOHNSON, JAY, VINCENT | I | VICE PRESIDENT AND TREASURER | NA | Control |
| JOHNSON, JAY, VINCENT | I | VICE PRESIDENT AND TREASURER | NA | Control |
| LOVELESS, MATTHEW, WILLIAM | I | PRESIDENT | NA | Control |
| LOVELESS, MATTHEW, WILLIAM | I | PRESIDENT | NA | Control |
| LOVELESS, MATTHEW, WILLIAM | I | PRESIDENT | NA | Control |
| LOVELESS, MATTHEW, WILLIAM | I | PRESIDENT | NA | Control |
| LOVELESS, MATTHEW, WILLIAM | I | PRESIDENT | NA | Control |
| LOVELESS, MATTHEW, WILLIAM | I | PRESIDENT | NA | Control |
| MCGRUDER, JILL, TRIPP | I | DIRECTOR | NA | Control |
| MCGRUDER, JILL, TRIPP | I | DIRECTOR | NA | Control |
| MCGRUDER, JILL, TRIPP | I | DIRECTOR | NA | Control |
| MCGRUDER, JILL, TRIPP | I | DIRECTOR | NA | Control |
| MCGRUDER, JILL, TRIPP | I | DIRECTOR | NA | Control |
| MCGRUDER, JILL, TRIPP | I | DIRECTOR | NA | Control |
| NIEMEYER, JONATHAN, DAVID | I | DIRECTOR | NA | Control |
| NIEMEYER, JONATHAN, DAVID | I | DIRECTOR | NA | Control |
| NIEMEYER, JONATHAN, DAVID | I | DIRECTOR | NA | Control |
| NIEMEYER, JONATHAN, DAVID | I | DIRECTOR | NA | Control |
| NIEMEYER, JONATHAN, DAVID | I | DIRECTOR | NA | Control |
| NIEMEYER, JONATHAN, DAVID | I | DIRECTOR | NA | Control |
| ROSENBLUTH, DAVID, A | I | DIRECTOR | NA | Control |
| ROSENBLUTH, DAVID, A | I | DIRECTOR | NA | Control |
| ROSENBLUTH, DAVID, A | I | DIRECTOR | NA | Control |
| ROSENBLUTH, DAVID, A | I | DIRECTOR | NA | Control |
| ROSENBLUTH, DAVID, A | I | DIRECTOR | NA | Control |
| ROSENBLUTH, DAVID, A | I | DIRECTOR | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | VP, CHIEF COMPLIANCE OFFICER, CEO, COO | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | VP, CHIEF COMPLIANCE OFFICER, CEO, COO | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Surgnier, Steven, Paul | I | VICE PRESIDENT | NA | Control |
| Surgnier, Steven, Paul | I | VICE PRESIDENT | NA | Control |
| Surgnier, Steven, Paul | I | VICE PRESIDENT | NA | Control |
| Surgnier, Steven, Paul | I | VICE PRESIDENT | NA | Control |
| Surgnier, Steven, Paul | I | VICE PRESIDENT | NA | Control |
| Surgnier, Steven, Paul | I | VICE PRESIDENT | NA | Control |
| Wittman, Scott, Joseph | I | VICE PRESIDENT | NA | Control |
| Wittman, Scott, Joseph | I | VICE PRESIDENT | NA | Control |
| Wittman, Scott, Joseph | I | VICE PRESIDENT | NA | Control |
| Wittman, Scott, Joseph | I | VICE PRESIDENT | NA | Control |
| Wittman, Scott, Joseph | I | VICE PRESIDENT | NA | Control |
| Wittman, Scott, Joseph | I | VICE PRESIDENT | NA | Control |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | DE | PARENT COMPANY | E | Control |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | DE | PARENT COMPANY | E | Control |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | DE | PARENT COMPANY | E | Control |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | DE | PARENT COMPANY | E | Control |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | DE | PARENT COMPANY | E | Control |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | DE | PARENT COMPANY | E | Control |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | DE | PARENT COMPANY | E | Control |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | DE | PARENT COMPANY | E | Control |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (10)
FL GA LA MS NC OH PA SC TX VA
Address
303 BROADWAYSUITE 1100
CINCINNATI, OH 45202
United States
Phone: 513-362-8176