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Julie Bradshaw

Advisor at FIFTH THIRD SECURITIES, Inc.

Updated today

Location

Nashville, IN 47448

Credentials

Series 63, Series 65

Industry experience

2 years

About

Julie Bradshaw is a financial advisor with Fifth Third Securities, Inc. in Nashville, IN, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Fifth Third Securities since 2023 and also has experience at Fifth Third Bank dating back to 2020. Prior to that, she worked at Angie's List and Restoration Hardware Outlet. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and tax-overlay.

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

100 Andy Rogers Way

Nashville, IN 47448

Most active in

Indiana

Work history

Fifth Third Securities

2023 - Present (3 years)

Fifth Third Bank

2020 - Present (6 years)

Angie's List

2019 - 2020 (1 year)

Unemployed

2019 - 2019 (1 year)

Restoration Hardware Outlet

2018 - 2019 (1 year)

Unemployed - Children

2013 - 2018 (5 years)

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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Kinder D

Series 65

Nashville, IN

Kinder Financial Services

Kinder Dean is a Series 65-licensed financial advisor with 14 years of industry experience. He is the sole advisor at Kinder Financial Services, an independent firm based in Nashville, Indiana. Dean has worked at Valeo since 2013. In addition to his advisory role, he operates a separate real estate business. Kinder Financial Services specializes in financial planning and discretionary portfolio management for individual clients, as well as businesses, charities, and small pension plans. The firm emphasizes technical security analysis and trend management, focusing on ETFs and large-cap dividend stocks, with accounts tailored to client objectives and risk tolerance.

Concentrated stock management Passive / index investing General retirement planning General tax planning
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Ronald D

CFP®, Series 63, Series 65

Bloomington, IN

Mosaic Wealth Management LLC

Ronald Deinlein Jr. is a financial advisor with Raymond James & Associates in Bloomington, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and maintains public-finance and municipal capabilities alongside its retail advisory services.

Options & derivatives strategies Real estate investing
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Christopher M

Series 63, Series 66

Bloomington, IN

Mosaic Wealth Management LLC

Christopher Meador is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2019, following roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Options & derivatives strategies Real estate investing
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Max V

Series 65

Bloomington, IN

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Retirement plans for business owners (SEP, solo 401k)
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John L

CFP®, PFS™, Series 66

Bloomington, IN

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John Laughlin is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has been with Laughlin Financial LLC since 2012, where he is one of two advisors. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients, including high-net-worth households, and to retirement plan sponsors and participants. The firm offers tailored portfolio management, fiduciary retirement plan consulting, and client-directed digital-asset execution, supported by an affiliated accounting practice with licensed CPAs on staff.

Retirement plans for business owners (SEP, solo 401k)
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Eldon M

CFP®, Series 65

Bloomington, IN

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Eldon Mc Cabe is a CFP®-certified financial advisor with Hurlow Wealth Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at the Sanford Center for Financial Planning and Wellness, Rose Street Advisors, Northwestern Mutual, and West Shore Bank. Mc Cabe serves as a board member of the Hoosier Hills Estate Planning Council and is a committee member of the Young Professionals Bloomington Steering Committee. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach and uses fundamental and technical analysis to recommend portfolios that may include a variety of investment vehicles, with ongoing monitoring and due diligence.

Options & derivatives strategies Annuities Real estate investing
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