Tracy Timmerman

Employer firm

Fifth Third Securities, Inc. CRD 628

$10.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• SPONSOR WRAP FEE PROGRAM

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Fifth Third
  St Petersburg, FL
• 05/2011 → 10/2016
  Modern Woodmen Of America
  Clearwater, FL
• 06/2011 → 10/2016
  Mwa Financial Services, Inc
  Rock Isand, IL
• 12/2016 → Present
  Fifth Third Securities
  St. Petersburg, FL

Previous Registrations

• 2008-02-01 → 2011-04-19
  Mml Investors Services, Llc
  Tampa, FL
• 2007-02-20 → 2007-08-07
  American Wealth Services, Llc
  Tampa, FL
• 1998-02-04 → 2002-07-31
  Ameriprise Financial Services, Llc
  Clearwater, FL

Other Businesses

Helium - St. Petersburg, FL - hotspot host - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm

Exams

• S66 Uniform Combined State Law Examination
  2018-09-04

Other Names

• Tracy Guetle
• Tracy Timmerman
• Tracy Ann Guetle
• Tracy Ann Timmerman