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Axel Contreras Luevano

Advisor at FIFTH THIRD SECURITIES, Inc. — Greenville, MI

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Greenville, MI 48838

FIFTH THIRD SECURITIES, Inc. logo

FIFTH THIRD SECURITIES, Inc.

Enterprise

Total advisors

1,018

Across 558 offices

Clients per advisor

45 Low

Avg AUM per client

$230,450 Low

HNW client ratio

4% Low

About

Axel Contreras Luevano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Fifth Third Bank and managed Flos Sports Bar for six years. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Client services

Based on FIFTH THIRD SECURITIES, Inc.

Financial planning Portfolio management Selection of other advisers Sponsor wrap fee program

Expertise

Based on FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%

Other

Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)

Location

See office

Greenville, MI

410 S. Greenville West Dr.

Greenville MI 48838

Advisors at this office

1

Most active in

Michigan

Work history

1 year of industry experience

FIFTH THIRD SECURITIES

2025 - Present • 1 year

Greenville, MI

Fifth Third Bank

2022 - Present • 4 years

Greenville, MI

Flos Sports Bar

2016 - 2022 • 6 years

Greenville, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Derrin L

Series 63, Series 65

Pierson, MI

Derrin Leigh LLC

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 credentials and has 16 years of industry experience, including 17 years at Financial Architechs prior to founding his current firm in 2018. Derrin Leigh LLC provides comprehensive investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in managing discretionary portfolios that include ETFs, equities, mutual funds, bonds, and REITs, and routinely employs short-term trading and covered-call option strategies.

Active portfolio management Options & derivatives strategies Passive / index investing Real estate investing Founder/Business Owner
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Mitchell L

Series 65, Series 66

Rockford, MI

Mitch Lyons Wealth LLC

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Options & derivatives strategies Passive / index investing Wealth management
user avatar

Donald P

Series 65

Rockford, MI

Mitch Lyons Wealth LLC

Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.

Options & derivatives strategies Passive / index investing Wealth management
user avatar

Scott F

Series 63, Series 66

Pierson, MI

Principal Financial Services

Scott Fraungruber is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Christopher C

CFP®, Series 63, Series 66

Rockford, MI

Edward Jones

Christopher Carlson is a CFP®-certified financial advisor with Edward Jones, based in Rockford, MI. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jacob K

Series 66

Greenville, MI

Edward Jones

Jacob Kemp is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, he worked for Capital Steel & Wire, Inc. for ten years and served as an on-field football official for the Collegiate Officiating Consortium Football in the Big Ten for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies.

Retirement income strategy Early retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner
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