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Richard Kuzniar

Investment adviser representative at Fifth Third Securities, Inc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Fifth Third Securities, Inc.Oct 2017 to now
  2. BMO Harris Financial AdvisorsDec 2006 to Aug 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (IL).

Fifth Third Securities, Inc.

$10.9BAssets managed
47,014Clients
1,012Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2123959
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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