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Ryan H

Series 65

Grand Rapids, MI

Fifth Third Wealth Advisors LLC

Ryan Haartman is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at MainStreet Advisors and Fifth Third Bank. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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