Osaic Wealth
47yrs
Top advisor by experience in Naperville
34yrs
Stephen Temmer is a fiduciary financial advisor in Naperville, Illinois, with 34 years in the industry. Stephen joined Fifth Third Securities in 2017, after three years at BMO Harris Financial Advisors and four years at Charles Schwab & CO.. Fifth Third Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 4% by experience at Fifth Third Securities
Office1296 Rickert Drive, Naperville, IL 60540
How the firm is paid ?Percent of assets
Typical client at the firm ?$230,450
Advisors at the firm1,009
States licensed ?2 states
Services through Fifth Third Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowFifth Third Securities, Inc.Current firm
- 2006 – 2009BMO Harris Financial Advisors, Inc.Previously
- 2002 – 2006Charles Schwab & CO., Inc.Previously
Contact Stephen
1296 Rickert DriveNaperville, IL 60540Office · Get directions Firm main line(888) 889-1025Headquarters: Fifth Third Securities · Cincinnati, OH LinkedIn pageFifth Third Securities
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Fifth Third Securities at (888) 889-1025 and ask for Stephen Temmer. Stephen works from the Naperville, IL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1992, about 34 years. Top 4% by experience at Fifth Third Securities.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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