Form CRS & Other Important Disclosures

Form CRS is a customer relationship summary that every broker-dealer and registered representative must provide to its customers. The W&S Brokerage Services, Inc. Form CRS describes both its broker-dealer services and its investment advisory services within one document.

The W&S Brokerage Services, Inc. Important Disclosures provide additional detail related to, among other things, products and services, fees, costs, and conflicts of interest associated with our broker-dealer and recommendations made within your retail brokerage account. 

The Form ADV Part 2A is a narrative brochure describing our investment adviser that contains information such as the types of investment advisory services offered, the fee schedule, disciplinary information and conflicts of interest.

The Western and Southern Life Important Disclosures provide additional detail related to, among other things, products and services, fees, costs and conflicts of interest associated with our insurance company and our qualified recommendations made to you.

The Western and Southern Life Insurance Company/Gerber Life Agency, LLC Important Disclosures provide additional detailed related to, among other things, products and services, fees, costs and conflicts of interest associated with our insurance company and our qualified recommendations made to you by representatives in our Enterprise Engagement Center.