Brendan
Bohnhorst

Fifth Third Securities, Inc

CRD#5987147
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Brendan Bohnhorst is a financial advisor based in Grand Rapids, Michigan, working with Fifth Third Securities, Inc. Brendan has previously held positions at Aquinas College, Holland Symphony Orchestra, Flagstar Bank, Fifth Third Bank, Fifth Third Securities, Ae Wealth Management, LLC, Trifound Financial, LLC, The Prudential Insurance Company Of America, Pruco Securities, LLC, Fidelity Investments, Lpl Financial LLC, and Maxwealth Management At Lake Michigan Credit Union. Brendan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Brendan is part of Fifth Third Securities, Inc, which operates out of Grand Rapids, Michigan. The firm has 1,117 offices and 1,228 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fifth Third Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

1967 E Beltline Ne
Grand Rapids, MI 49525

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,982,892,401

MI Average: $2,106,341,625
Total Number of Employees

1,228

MI Average: 34
Total Number of Accounts

40,143

MI Average: 1,972
Average Account Size

$198,861

MI Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Brendan Bohnhorst Work History

2023 - Present (1 year)

Fifth Third Bank

2023 - Present (1 year)

Fifth Third Securities

2021 - 2021 (< 1 year)

Fidelity Investments

2021 - 2023 (2 years)

Lpl Financial LLC

2021 - 2023 (2 years)

Maxwealth Management At Lake Michigan Credit Union

2020 - 2021 (1 year)

The Prudential Insurance Company Of America

2020 - 2021 (1 year)

Pruco Securities, LLC

2019 - 2020 (1 year)

Ae Wealth Management, LLC

2019 - 2020 (1 year)

Trifound Financial, LLC

2014 - 2019 (5 years)

Fifth Third Bank

2014 - 2019 (5 years)

Fifth Third Securities

2013 - 2014 (1 year)

Flagstar Bank

2010 - 2014 (4 years)

Aquinas College

2008 - 2014 (6 years)

Holland Symphony Orchestra

Disclosures

Please visit the SEC profile of Brendan Bohnhorst to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fifth Third Securities, Inc

Kerr-Ann Dempster
Denver, NC
Eric Warren
Lexington, KY
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Daniel Stipanovich
Cincinnati, OH
Craig Brown
West Palm Beach, FL
Thomas Stines
Knoxville, TN
Matthew Ward
Winter Garden, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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