Our Family of Companies
western & southern financial group logo
western & southern life
columbus life logo
eagle realty group logo
fort washington logo
gerber life logo
integrity life logo
lafayette life logo
national integrity life logo
touchstone investments logo
w&s financial group distributors logo

Form CRS & Other Important Disclosures

We are committed to ensuring you have all available information when selecting the accounts and investments that are right for you. We encourage you to review these disclosure documents and to discuss any questions you may have with your registered representative, including the specific products and services they are able to offer.

Customer Relationship Summary for Our Broker-Dealer & Investment Adviser

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.

W&S Brokerage Services, Inc. Important Disclosures

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. 

Form ADV Part 2A

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.

Western & Southern Life Insurance Company Important Disclosures

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.