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Kelly Ann Liebbe

Fifth Third Securities, Inc.

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About Kelly Ann Liebbe

Kelly Ann Liebbe is a registered representative with Fifth Third Securities, Inc. since August 2011. Kelly Ann Liebbe has 15 years of experience in the securities industry and has held previous roles with INFINEX INVESTMENTS, INC. and WELLS FARGO ADVISORS, LLC. Kelly Ann Liebbe specializes in retirement planning, asset management, and estate planning. Kelly Ann Liebbe is registered with the state of Michigan and has offices in Plainwell, MI, Allegan, MI, South Haven, MI and Holland, MI.

Firm Information

Kelly Liebbe 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.

1282 E M-89

PLAINWELL, MI 49080

$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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Kelly Liebbe’s Registration & Firm History

MI

08/15/2011 - Present

Fifth Third Securities, Inc. (PLAINWELL MI)

MI

11/03/2009 - 08/03/2011

INFINEX INVESTMENTS, INC. (HOLLAND MI)

FL

03/02/2009 - 08/31/2009

WELLS FARGO ADVISORS, LLC (STUART FL)

FL

07/22/2008 - 02/09/2009

MORGAN STANLEY & CO. INCORPORATED (STUART FL)

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Licenses & Designations

BOTH

Issued 8/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/4/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 7/21/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kelly Ann Liebbe. Review regulatory record here.
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