Daniel Owens
Investment adviser representative at W&s Brokerage Services, Inc.
28 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
28 years in the industry.
- W&s Brokerage Services, Inc.Sep 2025 to now
- Fidelity InvestmentsAug 2024 to Sep 2025
- UnemployedFeb 2024 to Aug 2024
- Fifth Third SecuritiesFeb 2023 to Feb 2024
- Fifth Third BankOct 2019 to Feb 2024
- Buffalo Wild WingsDec 1997 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7706474
- Firm CRD
- 8099