Bryan Okuley
Bryan Okuley is a CFP, ChFC-designated registered investment advisor at W&s Brokerage Services, INC., based in Findlay, OH, with 18 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 772 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Fees may be negotiable at the sole discretion of W&S Brokerage Services, Inc. Potential fee reductions apply if funded from previous accounts that incurred commissions within 36 months.
Fee Estimator
Location
Riverview Building, 1000 East Main Crross, Suite 103, Findlay, OH, 45840
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan is a full-time agency manager at Western Southern Life. He is also a board member of the BGSU Insurance Advisory Board and VP of Public Relations for Westgate Toastmasters Club, dedicating a few hours per week to the latter.
Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
Global Investment Advisors, LLC
Essex Securities LLCBroker
Transamerica Financial Advisors, INCBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Hantz Financial Services, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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