Adviser and broker representative · Fifth Third Securities, Inc.
Nan E. Matteson
CRD 4947960 · Florence, KY
At a glance
Nan E. Matteson is an investment adviser representative with Fifth Third Securities, Inc. in Florence, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nan’s SEC record dates to 2007, about 19 years ago. Nan is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Fifth Third Securities, Inc.Since May 2007Florence, KY · $11B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Nan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Fifth Third Securities, Inc.
- Timothy F. Goodman IIFlorence
- Kortnie K. JamesFlorence
- Shannon Johnson MobleyFlorence
- Jeffrey A. LawsonFlorence · Certified Financial Planner
- Mitch LawsonFlorence · Certified Financial Planner
- Lauren LubbenFlorence
- Matthew LukenFlorence
- Michelle R. MisplayFlorence
Every advisor at Fifth Third Securities, Inc. →Fifth Third Securities, Inc.: assets, clients and custodians →Financial advisors in Florence, KY →Every Fifth Third Securities, Inc. advisor in Florence →Advisor Moves: who changed firms this week →