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Bennett Kendall Baker

Fifth Third Securities, Inc.

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About Bennett Kendall Baker

Bennett Kendall Baker is a financial advisor with Fifth Third Securities, Inc. Bennett has been working in the financial services industry since April 3, 1998. Bennett is licensed in 52 states and the District of Columbia and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). The advisor has experience with a wide range of clients, including high-net-worth individuals, corporations, pension plans, and pooled investment vehicles. Bennett provides financial planning and portfolio management services, and also assists clients with the selection of other advisors. Bennett has experience with a range of products, including mutual funds, stocks, bonds, and options.

Firm Information

Bennett Baker is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

9280 Montgomery Road

Montgomery, OH 45242

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bennett Baker’s Registration & Firm History

OH

10/26/2005 - Present

Fifth Third Securities, Inc. (Montgomery OH)

MN

03/30/2004 - 08/30/2004

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

RI

02/05/1998 - 02/03/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 7/1/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/4/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bennett Kendall Baker.
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