Kelsey Dietzman

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

• 06/2022 → 10/2023
  Secu Brokerage Services
  Raleigh, NC
• 06/2022 → 10/2023
  Secu Life Insurance Company
  Raleigh, NC
• 04/2022 → 10/2023
  State Employees' Credit Union
  Monroe, NC
• 01/2022 → 04/2022
  Associate Staffing
  Charlotte, NC
• 08/2021 → 01/2022
  Cumberland County Schools
  Fayetteville, NC
• 05/2021 → 08/2021
  Unemployed
  Fayetteville, NC
• 01/2021 → 05/2021
  Ecu Stepp Program
  Greenville, NC
• 12/2020 → 01/2021
  Unemployed
  Fayetteville, NC
• 07/2020 → 12/2020
  Hooters
  Greenville, NC
• 10/2020 → 11/2020
  Richard A. Galt, Pllc
  Fayetteville, NC
• 03/2020 → 07/2020
  Food Lion
  Fayetteville, NC
• 08/2019 → 05/2020
  East Carolina University
  Greenville, NC
• 01/2019 → 10/2019
  Our Redeemer Lutheran Church
  Greenville, NC
• 08/2018 → 01/2019
  East Carolina University
  Greenville, NC
• 07/2018 → 01/2020
  Belks
  Fayetteville, NC
• 06/2012 → 06/2018
  Cumberland County Schools
  Fayetteville, NC
• 09/2022 → 10/2023
  Credit Union Investment Services
  Raleigh, NC
• 11/2023 → Present
  Fifth Third Bank
  Charlotte, NC
• 11/2023 → Present
  Fifth Third Securities
  Charlotte, NC

Previous Registrations

• 2023-01-06 → 2023-10-19
  Credit Union Investment Services
  Waxhaw, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-06
• S63 Uniform Securities Agent State Law Examination
  2022-07-29

Other Names

• Kelsey Black
• Kelsey Elisabeth Black
• Kelsey Elisabeth Black
• Kelsey Elisabeth Dietzman