ChooseAFinancialAdvisor.com
Advisors / Kentucky / Walton
2yrs

Michael Young

Financial advisor at Fifth Third Securities

Michael Young is a fiduciary financial advisor in Walton, Kentucky, with 2 years in the industry. Michael joined Fifth Third Securities in 2024, 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 17 advisors with offices in Walton, and one of 17 fiduciaries.

Walton, KY 41094Fiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office340 Richwood Road, Walton, KY 41094
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2024 – now

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Michael

How do I contact Michael?

Call Fifth Third Securities at (888) 889-1025 and ask for Michael Young. Michael works from the Walton, KY office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Michael 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

Empower Advisory Group
28yrs
Susan Mason
Financial advisor
Walton, KY
Top advisor by experience in Walton
Fiduciary
Call Directions
Fifth Third Securities
18yrs
Kelly Malatesta
Financial advisor
340 Richwood Road
Walton, KY 41094
Top 18% by experience in Walton
Fiduciary
Call Directions
Fifth Third Securities
18yrs
Jessica Lucas
Financial advisor
340 Richwood Road
Walton, KY 41094
Top 24% by experience in Walton
Fiduciary
Call Directions
Strategic Advisers
16yrs
Jeff Partin
Financial advisor
Walton, KY
Top 22% by experience at Strategic Advisers
CFP®Fiduciary
Call Directions
Strategic Advisers
14yrs
Thomas Grindstaff
Financial advisor
Walton, KY
More experience than 72% of advisors at Strategic Advisers
FiduciaryPlanningInvesting
Call Directions

See all advisors near Walton