Bryan Okuley
Bryan Okuley is a CFP, ChFC-designated registered investment advisor at W&s Brokerage Services, INC., based in Maumee, OH, with 17 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 655 clients with $180M 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% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Location
1745 Indian Wood Circle, Ste 140, Maumee, OH, 43537
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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 Registrations19 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.