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Heather K
Series 63, Series 65
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Heather Kilbourne is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, she worked at Wedbush Securities Inc. for eight years. Outside of her advisory role, she is a co-owner of Blueprint Investments LLC, a real estate and auto business. 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 provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated supervisory and review processes.
Lisa S
Series 63, Series 65
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Lisa Stewart is a financial advisor with Fifth Third Securities, Inc. in Cadillac, MI, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Fifth Third Securities since 2020 and has been with Fifth Third Bank since 1996. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and unique features such as direct indexing and a tax-overlay service.
Patrick B
Series 63, Series 65
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Patrick Blume is a financial advisor with Fifth Third Securities, Inc. in Traverse City, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Fifth Third Securities since 2008. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform.
Hans M
Series 66
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Hans Mathiak is a financial advisor with Fifth Third Securities, Inc. in Traverse City, Michigan. He holds a Series 66 designation and has 23 years of industry experience. Mathiak has been with Fifth Third Securities since 2012. Outside of his advisory role, he performs nominal labor for private road maintenance in Lake Leelanau, Michigan. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and third-party portfolio management, and combines its municipal-advisor registration with a corporate affiliation to a large bank.
Michelle B
Series 66
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Michelle Burch is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc., based in Williamsburg, MI. She has 18 years of industry experience and has been with Fifth Third Securities since 2011. Fifth Third Securities, Inc. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.
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