Ameriprise Financial Services
46yrs
Top advisor by experience in Toledo
3yrs
Mitchell Smith has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Toledo, Ohio. Mitchell joined Fifth Third Securities in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Fifth Third Securities reports being paid through a percentage of assets.
One of 336 advisors with offices in Toledo, and one of 261 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office3428 Glendale, Toledo, OH 43614
How the firm is paid ?Percent of assets
Typical client at the firm ?$230,450
Advisors at the firm1,009
States licensed ?1 state
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
- Oct 2025 – nowFifth Third Securities, Inc.Current firm
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call Fifth Third Securities at 888-889-1025 and ask for Mitchell Smith. Mitchell works from the Toledo, OH office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Mitchell 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.
Other advisors nearby
Merrill
46yrs
Top 1% by experience in Ohio
Ameritas Advisory Services
45yrs
Top 1% by experience in Ohio
Alan B. Lancz & Associates
44yrs
Top 1% by experience in Toledo
Wells Fargo Advisors
43yrs
Top 1% by experience in Toledo
KMG Fiduciary Partners
43yrs
Top advisor by experience at KMG Fiduciary Partners