Advisor at FIFTH THIRD SECURITIES, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FIFTH THIRD SECURITIES, Inc.
Location
Mt Vernon, IN 47620
Credentials
Series 63, Series 65
Industry experience
2 years
$0 - $50,000: $50,000 - $100,000: $100,000+:
Account minimum: $50,000 (varies by program, with some programs requiring $100,000 minimum)
Fifth Third Securities
2023 - Present (3 years)
Fifth Third Bank
2022 - Present (4 years)
One Main Financial
2021 - 2022 (1 year)
Walgreens
2020 - 2021 (1 year)
Medieval Collectibles
2020 - 2020 (1 year)
Walgreens
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Mount Vernon, IN
The Other 90 Financial, LLC
David Dodd, CFP®, CKA®, specializes in guiding Christians over the age of 50 towards two main goals: To Retire Successfully and Steward Well. As both a Certified Kingdom Advisor™ and a CERTIFIED FINANCIAL PLANNER™, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide. Our Services Include: • Retirement Income and Investment Management • Tax, Insurance, and Estate Planning • Social Security and Medicare Education • Charitable Giving Strategies David operates on a unique transparent FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees. This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a percentage of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions. Experience Our Services With a Free Retirement Assessment: Start with a no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized • Retirement Assessment addressing: 1. Retirement readiness 2. Tax reduction strategies 3. Investment improvements David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master." Disclosure: The Other 90 Financial, LLC is registered in Indiana and Illinois. This material is for informational purposes only and does not constitute tax, legal, or accounting advice.
Series 66
Evansville, IN
Edward Jones
Series 66
Carmi, IL
Edward Jones
Series 63, Series 65
Carmi, IL
StoneX Advisors Inc.
Series 66
Mt Vernon, IN
Kestra Advisory
Series 63, Series 65
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
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