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Kurt Allen Gwillim

Fifth Third Wealth Advisors LLC

Springfield, IL

CRD 1878275

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Employer firm

Fifth Third Wealth Advisors LLC CRD 313015

$7.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-03
IL RA APPROVED 2022-12-01
  • TX RA
    APPROVED
    Since 2024-01-03
  • IL RA
    APPROVED
    Since 2022-12-01

Branch Locations

2041 W Iles Ave, Suite A, Springfield, IL 62704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Wealth Advisors Llc Springfield IL 06/2022 Present
U.S. Bank Na Springfield, Il IL 05/2007 06/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-01
S63 Uniform Securities Agent State Law Examination 1995-10-19
  • S65 Uniform Investment Adviser Law Examination
    2022-12-01
  • S63 Uniform Securities Agent State Law Examination
    1995-10-19

View on SEC IAPD

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