Brendan Simon Bohnhorst
Investment adviser representative at Fifth Third Securities, Inc.
12 yearsExperience
1 stateRegistered in
$10.9BFirm assets
21 yearsFirm in business
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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
12 years in the industry.
- Fifth Third Securities, Inc.May 2023 to now
- Fifth Third BankMay 2023 to now
- Maxwealth Management At Lake Michigan Credit UnionDec 2021 to Apr 2023
- LPL Financial LLCDec 2021 to Mar 2023
- Fidelity InvestmentsFeb 2021 to Nov 2021
- Pruco Securities, LLCNov 2020 to Jan 2021
- The Prudential Insurance Company of AmericaNov 2020 to Jan 2021
- UnemployedMay 2020 to Nov 2020
- Ae Wealth Management, LLCJun 2019 to Apr 2020
- Trifound Financial, LLCMar 2019 to Apr 2020
- Fifth Third SecuritiesNov 2014 to Mar 2019
- Fifth Third BankSep 2014 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5987147
- Firm CRD
- 628