Ryan
Haartman

Fifth Third Wealth Advisors LLC

CRD#7366129
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Ryan Haartman is a financial advisor based in Grand Rapids, Michigan, working with Fifth Third Wealth Advisors LLC. Ryan has previously held positions at Mainstreet Advisors, Fifth Third Bank, and Fifth Third Wealth Advisors. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Michigan, Ohio, and Texas. Currently, Ryan is part of Fifth Third Wealth Advisors LLC, which operates out of Grand Rapids, Michigan. The firm has 9 offices and 47 employees. The firm manages assets totaling $571.7 million 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, and selection of other advisers. The fee structure at Fifth Third Wealth Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

111 Lyon Street Nw
Grand Rapids, MI 49503

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Fifth Third Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$571,665,625

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

47

MI Average: 34
Total Number of Accounts

389

MI Average: 1,972
Average Account Size

$1,469,577

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

Ryan Haartman Work History

2024 - Present (0 year)

Fifth Third Wealth Advisors

2021 - Present (3 years)

Mainstreet Advisors

2008 - 2021 (13 years)

Fifth Third Bank

Disclosures

Please visit the SEC profile of Ryan Haartman 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 Wealth Advisors LLC

Luis Fernandes
Putnam Valley, NY
Tucker Veenis
Pittsburgh, PA
Samuel Thomas
Atlanta, GA
Carolyn Balzano
Cincinnati, OH
Kari Baer
Tampa, FL
Heather Borelli
Naples, FL
Mary Robbins
Cincinnati, OH
Justin Bensema
Pittsburgh, PA

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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