Joseph Leo Sheffieck
Investment adviser representative at W&s Brokerage Services, Inc.
13 yearsExperience
2 statesRegistered in
$257.2MFirm assets
8 yearsFirm in business
Are you Joseph Leo Sheffieck? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- W&s Brokerage Services, Inc.Mar 2020 to now
- Western Southern LifeMar 2020 to now
- MML Investors ServicesSep 2013 to Feb 2020
- Mass MutualAug 2013 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4893944
- Firm CRD
- 8099