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Matthew William Loveless

W&S BROKERAGE SERVICES, INC.·CINCINNATI, Ohio
Unclaimed Profile
400 BROADWAY, CINCINNATI, OH 45202CRD# 5657647Firm CRD# 8099
01

About

Matthew William Loveless is a registered financial advisor based in CINCINNATI, Ohio, affiliated with W&S BROKERAGE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
W&S BROKERAGE SERVICES, INC.
W&S BROKERAGE SERVICES, INC.
AUM
$123M
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at W&S BROKERAGE SERVICES, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5657647
Firm CRD# 8099
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew William Loveless offer?
Matthew William Loveless specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Matthew William Loveless's credentials?
Matthew William Loveless is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew William Loveless located?
Matthew William Loveless is based in CINCINNATI, Ohio, working with W&S BROKERAGE SERVICES, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Matthew William Loveless charge for services?
Matthew William Loveless's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is W&S BROKERAGE SERVICES, INC.?
W&S BROKERAGE SERVICES, INC. has approximately 85 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJill Tripp Mcgruder — TOUCHSTONE ADVISORS INCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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