Robert George Wack
Investment adviser representative at Fifth Third Securities, Inc.
10 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
10 years in the industry.
- Fifth Third Securities, Inc.Jun 2026 to now
- Fifth Third BankJun 2026 to now
- Charles Schwab & Co., Inc.Dec 2021 to May 2026
- Schwab Wealth Advisory, Inc.Dec 2021 to May 2026
- Merrill (bank of America)Jul 2018 to Dec 2021
- Unemployed - SummerMay 2018 to Jul 2018
- Scottrade & TD AmeritradeSep 2016 to Jun 2018
- Northern Illinois UniversityAug 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6710518
- Firm CRD
- 628