Cincinnati, OH Fountain Square Plaza logo

Cincinnati, OH Fountain Square Plaza Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

33

Of 1,008 advisors across 551 offices

Location

34 Fountain Square Plaza, Md 1090 Am

Cincinnati OH 45202

Advisors at this office

33

Advisors at this office

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Philip J

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Philip Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2006. Outside of his advisory role, he is a 50% owner of a women's boutique business owned by his spouse. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional clients through its Passageway Managed Account Program. The firm combines multiple managed-account options with 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 banking relationships.

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

Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Lukas Manger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Superior Credit Union, and the Brianne Marshall Allstate Agency. He has experience in financial institution duties and non-variable insurance. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program with various investment strategies including SMA and direct indexing.

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

CFP®, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Tyler Seidl is a CFP® professional with nine years of industry experience, currently serving at Fifth Third Securities, Inc. in Cincinnati, OH. His career includes roles at Fifth Third Bank, Bank of America, N.A., and Merrill. Fifth Third Securities provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers multiple program types and portfolio management options through its Passageway Managed Account Program, operating as a wholly owned subsidiary of Fifth Third Bank.

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

CFP®, Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Wesley Simpson is a CFP® with 13 years of industry experience, currently serving at Fifth Third Securities, Inc. in Louisville, KY. He has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple managed-account options, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

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

Series 65, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Eric Holzwarth is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and with FIFTH THIRD BANK since 2013. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients with access to various portfolio management strategies and risk profiles.

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

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Timothy Goodman II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2010. 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 broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

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

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Ian Schilly is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior experience at Fidelity Investments and a decade at Let's Play Sports, Inc. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, businesses, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that integrate third-party portfolio managers and advisor-managed strategies, supported by a range of features including direct indexing and tax-overlay services.

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

Series 66, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Jason Klein is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2021, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2021. Fifth Third Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, trust, and retirement accounts through both investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, providing options such as mutual-fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

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

CFP®, Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Dominic Vanderyt is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2021. His prior roles include positions at Secure Future Advisor, Fidelity Brokerage Services LLC, IFS Financial Services, and Touchstone Securities. Outside of finance, he has experience working at Humbert's Meats. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, 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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Brian M

Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Brian Meeks II is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities provides 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 its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and 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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Margaret P

Series 66, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Margaret Petersen is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 66 and Series 63 designations and has been with Fifth Third Securities since 2019. Prior to that, she worked at Fifth Third Bank starting in 2017 and was involved with the YMCA of Greater Cincinnati from 2008 to 2017. Fifth Third Securities serves a diverse range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a subsidiary of Fifth Third Bank and provides services including wrap-fee programs, SMA strategies, tax-overlay services, and direct indexing.

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

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

James Ludwick is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2001. 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 options 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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Alex C

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Alex Crowthers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Fifth Third Securities since 2016 and at Fifth Third Bank since 2014. 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 and incorporates features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

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

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Samuel Rulli is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Reef Life Aquatics. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

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

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Jeffrey Leiker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Fifth Third Securities since 2007. Outside of his advisory role, he serves as an official scorer for the No Complainers Golf League in Villa Hills, Kentucky. 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 integrated banking and advisory functions.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
View complete list of advisors at this office
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