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Ryan Oberhausen

Advisor at FIFTH THIRD SECURITIES, Inc.

Updated today

Location

Madisonville, KY 42431

Credentials

Series 63, Series 65

Industry experience

24 years

About

Ryan Oberhausen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Owensboro, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he is a vice president and owner of a rental property business, Candy Cane Properties LLC, located in Santa Claus, IN. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity Institutional Wealth Adviser platforms.

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

1389 Whittington Drive

Madisonville, KY 42431

Most active in

Indiana · Kentucky

Work history

Fifth Third Securities

2009 - Present (17 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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Seth F

Series 66

Madisonville, KY

OneAscent Financial Services LLC

Seth Franklin is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Private Advisor Group, Franklin Financial Group, LPL Financial, and US Bank. Outside of his role at OneAscent, Franklin is an insurance agent and a registered representative of Purshe Kaplan Sterling Investments, Inc. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Randall F

CFP®, PFS™, Series 63

Madisonville, KY

OneAscent Financial Services LLC

Randall Franklin is a CFP® and PFS™ with 20 years of experience in financial advising and accounting. He is currently with OneAscent Financial Services LLC and Purshe Kaplan Sterling Investments, having previously worked at Private Advisor Group, LLC and LPL Financial. Franklin is also the owner of Franklin Certified Public Accountants, Inc., and serves as treasurer for Immanuel Baptist Church as well as a board member of the KY Society CPA PAC Committee. OneAscent Financial Services LLC manages approximately $2.61 billion through a team of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing both direct management and third-party managers to implement customized portfolios.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
user avatar

Joseph S

Series 63, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Joseph Singer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Singer has been with Fifth Third Securities since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs that include third-party portfolio managers, strategist portfolios, and direct indexing options.

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

Robert P

CFP®, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Robert Pierce is a CFP® and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Fifth Third Securities, Inc. since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple discretionary managed-account programs, including advisor-directed models and direct indexing options.

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

Brittany H

Series 63, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Brittany Hester is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Wells Fargo Clearing, and Wells Fargo Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and investment options, including direct indexing and tax-overlay services.

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

Series 63, Series 65

Madisonville, KY

LPL Financial

Joseph Collins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with LPL Financial Services since 2009 and has been associated with ONB Investment Services since 1994. Outside of his advisory roles, Collins has a financial institution duty with Old National Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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