Kristofer Joseph Lanzer
Investment adviser representative at W&s Brokerage Services, Inc.
12 yearsExperience
1 stateRegistered in
$257.2MFirm assets
8 yearsFirm in business
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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
12 years in the industry.
- W&s Brokerage Services, Inc.May 2025 to now
- Western & Southern LifeMay 2025 to now
- Foundations Investment Advisors, LLCJun 2024 to Apr 2025
- J. Alden Assocites, Inc.Dec 2022 to May 2024
- GainbridgeAug 2022 to May 2024
- Not EmployedJul 2020 to Aug 2022
- H & H Retirement Design & ManagementOct 2019 to Jul 2020
- First American TrustOct 2017 to Oct 2019
- TIAAJun 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 5671093
- Firm CRD
- 8099