Heather Kilbourne

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

• 05/2015 → 05/2023
  Wedbush Securities Inc.
  Traverse City, MI
• 05/2023 → Present
  Fifth Third Bank
  Traverse City, MI
• 05/2023 → Present
  Fifth Third Securities
  Traverse City, MI

Previous Registrations

• 2015-06-09 → 2023-05-19
  Wedbush Securities Inc.
  Traverse City, MI
  Los Angeles, CA
• 2010-09-28 → 2015-06-10
  Stifel, Nicolaus & Company, Incorporated
  Traverse City, MI
  Traverse City, MI
  Traverse City, MI

Other Businesses

rental property - Drummond Island, MI 49726 - owner/landlord - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-16
• S63 Uniform Securities Agent State Law Examination
  1996-05-07

Other Names

• Heather Marie Vonsee
• Heather Marie Wickstrom
• Heather Wickstrom
• Heather Vonsee
• Heather Marie Wickstrom
• Heather Marie Vonsee
• Heather Marie Hartl
• Heather M Von See
• Heather M Wickstrom
• Heather M Hartl
• Heather Marie Kilbourne