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ChFC

David Anthony Adamson

W&s Brokerage Services, INC.
28 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible InvestingTax Planning
W&s Brokerage Services, INC.
Compensation
Fee-Only (AUM)
Firm Size
82 advisors
Number of Clients
655 clients
Average Client Portfolio
$268K average
Assets Under Management
$175.8M

Fee Structure

Minimum Investment:$75K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$750K+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$250

Location

15321 South 94th Ave, Suite 101, Orland Park, IL, 60462

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is a full-time sales manager at Western Southern Life in Orland Park, IL.

Employment History
Current Registrations
W&s Brokerage Services, INC.
May 2022 - Present · 3 yrs 9 mos
W&s Brokerage Services, INC.Broker
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Metlife Securities INC.
August 2002 - February 2014 · 11 yrs 6 mos
Metlife Securities INC.Broker
October 1997 - February 2014 · 16 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
October 1997 - July 2007 · 9 yrs 9 mos
State Registrations7 states
AZCAFLILINMNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.