Dennis Breier, financial advisor Westmont IL
51 score

Dennis Breier

CRD Number: 5483041
Current Firm: Fifth Third Securities, Inc.

Dennis Breier (CRD# 5483041) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Westmont, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Glenview, IL Nov 2016 - Current 1
Iht Wealth Management LLC Chicago, IL May 2016 - Aug 2016 < 1
Fairwater Wealth Management Burr Ridge, IL Aug 2014 - Aug 2016 2
Lpl Financial, LLC Burr Ridge, IL Apr 2013 - Aug 2016 3
Citigroup Darien, IL Jul 2011 - Apr 2013 1
Ing Financial Partners, Inc. Downers Grove, IL Oct 2009 - Jul 2011 1
Thrivent Financial For Lutherans Appleton, WI Feb 2008 - Oct 2009 1
Thrivent Investment Management Inc. North Liberty, IA Jan 2008 - Oct 2009 1
The Breier Group Downers Grove, IL Jan 2008 - Oct 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Dennis M. Breier
Phone Number: 888-889-1025
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    888
    MILLIONS
  • Total Number of Accounts
    4,990
    ACCOUNTS
  • Average Account Value
    $177,914
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
51

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