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Kyle Robert Kinzig

Advisor at FIFTH THIRD SECURITIES, Inc. — Cynthiana, KY

Updated today

Credentials

Series 63, Series 65

Experience

15 years

Location

Cynthiana, KY 41031

FIFTH THIRD SECURITIES, Inc. logo

FIFTH THIRD SECURITIES, Inc.

Enterprise

Total advisors

1,008

Across 553 offices

Clients per advisor

46 Low

Avg AUM per client

$230,450 Low

HNW client ratio

4% Low

About

Kyle Kinzig is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2011 and FIFTH THIRD BANK since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

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

Cynthiana, KY

1005 Us Highway 27 South

Cynthiana KY 41031

Advisors at this office

1

Most active in

Kentucky

Work history

15 years of industry experience

Fifth Third Securities

2011 - Present • 15 years

Westerville, OH

FIFTH THIRD BANK

2010 - Present • 16 years

Westerville, OH

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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Matthew P

CFA®

Georgetown, KY

Saecula Wealth LLC

Matthew Pierce discovered his passion for investing during his junior year of college at Syracuse University and never looked back. While his degree in International Relations serves him well particularly with the seemingly rising influence of geopolitics in markets, his knowledge in the world of finance and economics has all come from rigorous self-study including completion of the CFA curriculum. Matthew, at his core, is a student of the markets and history. Matthew is a CFA® charterholder with over seventeen years experience in wealth management. Prior to starting Saecula Wealth he was the head of investments for two larger RIAs. He served as a Senior Portfolio Manager for Austin Wealth Management and the Director of Research and Trading for the Wealth Consulting Group. He began his career as a Relationship Manager for United Capital of Las Vegas.

Retirement income strategy General retirement planning Wealth management Active portfolio management Private / alternative investments Founder/Business Owner Retired Technology Professional Engineering Professional Self-Employed Married/Couples/Partners Mid-Career Professionals Approaching retirement Retired
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Derek M

CFP®, Series 65

Georgetown, KY

Nectarine

Derek Merkler is a CFP® with nine years of industry experience, currently serving as an advisor at Nectarine. His prior work history includes roles at Trophy Point Financial Planning, LLC, XYPN Invest, Greenheck Group, Borg Warner, Parsonex Advisory Services, Inc., and eight years in the U.S. Army. Outside of financial advising, he manages a thoroughbred horse breeding and racing operation through Trophy Point Thoroughbreds, LLC. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app, with advice focused on planning topics rather than portfolio management.

General retirement planning Income planning Life insurance needs analysis Debt management
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Donna B

Series 63, Series 65

Georgetown, KY

Tucker Asset Management LLC

Donna Barnhill is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions with MSI Financial Group, Transamerica Financial Advisors, and One Life America, where she also engages in Medicare product sales. She is the owner of Bookworm Bookkeeping Services, LLC, which provides bookkeeping and payroll services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brent K

Series 65

Georgetown, KY

Archer Investment Corporation

Brent King is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and over one year of industry experience. He has a background in accounting, operating Brent R King CPA PLLC since 2006 and previously working at Commonwealth Kentucky for 19 years. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

Active portfolio management Options & derivatives strategies
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Ema W

Series 66

Sadieville, KY

Level Four Advisory Services

Ema Wilburn III is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Dupree Financial Group. Outside of his advisory work, he participates in professional trapshooting events. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing tailored strategies supported by internal and external investment committees and multiple wrap programs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Travis C

Series 63, Series 65

Georgetown, KY

FIFTH THIRD SECURITIES, Inc.

Travis Christian is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, following five years at Fifth Third Bank and nine years at Joseph A Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

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