Bryan James Okuley
Investment adviser representative at W&s Brokerage Services, Inc.
14 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$257.2MFirm assets
Are you Bryan James Okuley? 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
14 years in the industry.
- W&s Brokerage Services, Inc.Jan 2013 to now
- Western Southern LifeDec 2012 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MI, OH).
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
- 4897214
- Firm CRD
- 8099