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Axel Contreras Luevano

Advisor at FIFTH THIRD SECURITIES, Inc.

Updated today

Location

Greenville, MI 48838

Credentials

Series 63, Series 65

Industry experience

< 1 year

About

Axel Contreras Luevano is a financial advisor with Fifth Third Securities, Inc. based in Greenville, MI. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to his advisory role, he worked at Fifth Third Bank and was involved in managing Flos Sports Bar for six years. Fifth Third Securities provides brokerage and investment advisory services to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Client services

Based on FIFTH THIRD SECURITIES, Inc.

Financial planning Portfolio management Selection of other advisers Sponsor wrap fee program

Expertise

Based on FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%

Other

Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)

Location

410 S. Greenville West Dr.

Greenville, MI 48838

Most active in

Michigan

Work history

Fifth third Securities

2025 - Present (1 year)

Fifth Third Bank

2022 - Present (4 years)

Flos Sports Bar

2016 - 2022 (6 years)

Jordans Manufacturing

2016 - 2016 (1 year)

Valley City Linen

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning General tax planning Life insurance needs analysis General estate planning guidance Debt management Approaching retirement
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Mitchell L

Series 65, Series 66

Rockford, MI

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Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Options & derivatives strategies Passive / index investing Wealth management
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Derrin L

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Pierson, MI

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Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

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Scott F

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Pierson, MI

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Retired Founder/Business Owner
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Jacob J

Series 63, Series 66

Rockford, MI

The huntington Investment company

Jacob Jackson is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked in security management and served with the Michigan Department of Natural Resources. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven platform that integrates third-party and proprietary investment strategies, offering specialized services including tax management and ESG overlays.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Christopher C

CFP®, Series 63, Series 66

Rockford, MI

Edward Jones

Christopher Carlson is a CFP®-certified financial advisor with Edward Jones, based in Rockford, MI. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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