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Brandon Joseph Obrien

W & S Brokerage Services, Inc.

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About Brandon Joseph Obrien

Brandon Obrien is a financial advisor who has been in the industry since 2020. Brandon currently works at W&S Brokerage Services, Inc. in Eden Prairie, MN. Brandon also worked at EDWARD JONES. Brandon holds the Series 7TO, SIE, and Series 63 licenses. Brandon specializes in financial planning and portfolio management for individuals.

Firm Information

Brandon Obrien is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Obrien’s Registration & Firm History

MN

02/05/2021 - Present

W&S Brokerage Services, Inc. (EDEN PRAIRIE MN)

MO

08/08/2020 - 10/14/2020

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 04/23/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Joseph Obrien.
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