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Chad B

Series 63, Series 65

Findlay, OH

FIFTH THIRD SECURITIES, Inc.

Chad Balhoff is a financial advisor at Fifth Third Securities, Inc. in Fremont, Ohio, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following three years at Cco Investment Services Corp. 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 options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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

Series 65, Series 63

Findlay, OH

FIFTH THIRD SECURITIES, Inc.

Luong Horn is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Findlay, OH, holding Series 65 and Series 63 designations and four years of industry experience. He has been with FIFTH THIRD SECURITIES since 2022 and has worked at Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients, including corporations, trusts, and retirement accounts, through both investment advisory and brokerage channels. The firm offers a variety of investment programs via its Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

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