Kelsey Dietzman
Investment Adviser Representative at Fifth Third Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelsey Dietzman is an investment adviser representative with Fifth Third Securities, Inc. in Matthews, NC, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Credit Union Investment Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
51 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Secu Brokerage ServicesJun 2022 – Oct 2023Raleigh, NC
- Secu Life Insurance CompanyJun 2022 – Oct 2023Raleigh, NC
- State Employees' Credit UnionApr 2022 – Oct 2023Monroe, NC
- Associate StaffingJan 2022 – Apr 2022Charlotte, NC
- Cumberland County SchoolsAug 2021 – Jan 2022Fayetteville, NC
- UnemployedMay 2021 – Aug 2021Fayetteville, NC
- Ecu Stepp ProgramJan 2021 – May 2021Greenville, NC
- UnemployedDec 2020 – Jan 2021Fayetteville, NC
- HootersJul 2020 – Dec 2020Greenville, NC
- Richard A. Galt, PllcOct 2020 – Nov 2020Fayetteville, NC
- Food LionMar 2020 – Jul 2020Fayetteville, NC
- East Carolina UniversityAug 2019 – May 2020Greenville, NC
- Our Redeemer Lutheran ChurchJan 2019 – Oct 2019Greenville, NC
- East Carolina UniversityAug 2018 – Jan 2019Greenville, NC
- BelksJul 2018 – Jan 2020Fayetteville, NC
- Cumberland County SchoolsJun 2012 – Jun 2018Fayetteville, NC
- Credit Union Investment ServicesSep 2022 – Oct 2023Raleigh, NC
- Fifth Third BANKNov 2023 – no end date reportedCharlotte, NC
- Fifth Third SecuritiesNov 2023 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fifth Third Securities, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $10,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 950
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-63623
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 14, 2026
View full firm profileOther advisors at Fifth Third Securities, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelsey Dietzman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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