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Jacob R Mysliwiec

Advisor at FIFTH THIRD SECURITIES, Inc. — Rockford, MI 10 Mile Rd. NE

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Rockford, MI 49341

FIFTH THIRD SECURITIES, Inc. logo

FIFTH THIRD SECURITIES, Inc.

Enterprise

Total advisors

1,011

Across 560 offices

Clients per advisor

46 Low

Avg AUM per client

$230,450 Low

HNW client ratio

4% Low

About

Jacob Mysliwiec is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Fifth Third Securities since 2019, Fifth Third Bank since 2018, and Flagstar Bank from 2017 to 2018. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs via the Passageway platform, combining third-party portfolio managers and advisor-directed investment options.

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

Rockford, MI 10 Mile Rd. NE

2805 10 Mile Rd. NE

Rockford MI 49341

Advisors at this office

1

Most active in

Michigan

Work history

7 years of industry experience

FIFTH THIRD SECURITIES

2019 - Present • 7 years

Grand Rapids, MI

Fifth Third Bank

2018 - Present • 8 years

Grand Rapids, MI

in between jobs

2018 - 2018 • 1 year

Hudsonville, MI

Flagstar Bank

2017 - 2018 • 1 year

Hudsonville, MI

in between jobs

2016 - 2017 • 1 year

Hudsonville, MI

Disclosures

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

Business activities & affiliations

Ryan J

CFP®, Series 65

Grand Rapids, MI

XYPN Sapphire

Ryan Johnson is the founder of Hundred Financial Planning, where he works with high-earning individuals and families to bring more clarity, intentionality, and confidence to their financial lives. His approach goes beyond investments, helping clients navigate the intersection of money, career, family, and long-term decision making with practical, personalized guidance on everything from taxes, benefits, investments, and more. Ryan is passionate about simplifying complex financial topics and regularly shares educational content online focused on helping people make smarter decisions with their money. Outside of work, he enjoys strength training, golf, reading, and spending time with his wife and children in West Michigan.

Inherited wealth College savings (529s, UTMA, etc.) Roth conversion strategy RSUs / ISOs / NSOs Early retirement planning Technology Professional Doctor or Medical Professional Self-Employed Attorney Executive HENRY (High Earners, Not Rich Yet) Young Professionals Mid-Career Professionals

Brandon T

Series 7, Series 66

Grand Rapids, MI

Ameriprise

My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

General retirement planning General tax planning Life insurance needs analysis General estate planning guidance Debt management Approaching retirement
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Thaddeus P

CFP®, Series 63, Series 65

Grand Rapids, MI

Advance Wealth Management Service, LLC

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy General estate planning guidance General tax planning Options & derivatives strategies
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Jerome M

Series 65

Sparta, MI

Compound Value Advisers, LLC

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Passive / index investing Options & derivatives strategies Real estate investing Founder/Business Owner
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Robert B

Series 63, Series 65

Grand Rapids, MI

Robert Charles Capital Management

Robert Boylen is the sole advisor at Robert Charles Capital Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed at Robert Charles Capital Management since 2016. Robert Charles Capital Management provides discretionary investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a targeted asset allocation approach using individual securities, ETFs, and index funds, integrating fundamental, technical, and qualitative analysis to manage accounts on a discretionary basis.

Wealth management General estate planning guidance General tax planning Retirement income strategy Cash flow / budgeting Founder/Business Owner Retired
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Andrew W

CFA®, Series 63, Series 66

Rockford, MI

Wentworth Wealth Group

Andrew Wentworth is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Wentworth Wealth Group in Rockford, MI, having previously worked at Northwestern Mutual, Empower, and TD Ameritrade. Wentworth Wealth Group provides individualized portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term, ETF-based portfolios tailored to clients' goals and risk tolerance.

Passive / index investing Real estate investing
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