Michelle
Burch

Fifth Third Securities, Inc

CRD#2488488
Investment Advisor
in Traverse City, MI

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About this Advisor

Michelle Burch is a financial advisor based in Traverse City, Michigan with a total of 12 years of industry experience. Burch is an advisor for Fifth Third Securities, Inc. They have spent the entirety of their time as a financial advisor at Fifth Third Securities, Inc. Burch has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan. Fifth Third Securities, Inc is a business that has its headquarters in Cincinnati, OH. The company has offices in 1,117 locations and a total of 1,205 financial advisors. It oversees $7 billion in total assets among its 41,519 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 41,519 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Fifth Third Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees usually vary depending on which service is offered. Fees billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

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

102 West Front Street
Traverse City, MI 49684

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

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

1,205

MI Average: 34
Total Number of Accounts

41,519

MI Average: 1,972
Average Account Size

$176,089

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

Michelle Burch Work History

Michelle has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Fifth Third Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michelle Burch 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

Patrick Harrington
Vermilion, OH
Michael King
Cincinnati, OH
Cynthia Walters
Evergreen Park, IL
Val Janschutz
Jacksonville, FL
Jacob Sommerkamp
West Chester, OH
Thomas Matug
Joliet, IL
Jonathan Dinsmore
Cincinnati, OH
Robert Allen
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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