Naperville, IL Rickert Drive Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

2

Of 1,008 advisors across 552 offices

Location

1296 Rickert Drive

Naperville IL 60540

Advisors at this office

2

Advisors at this office

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Stephen T

Series 63, Series 66

Naperville, IL

FIFTH THIRD SECURITIES, Inc.

Stephen Temmer is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate and business 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 relationships among the bank, platform sponsor, and clearing firm.

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

Series 63, Series 65

Naperville, IL

FIFTH THIRD SECURITIES, Inc.

Larsa Heil is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Fifth Third Securities since 2014 and also has a background with Fifth Third Bank dating back to 2011. 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 access to multiple 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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