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About Our Company

High Range of Exploring Protection

At FiveMM, our mission is to protect and enhance the financial well-being of our clients. We pride ourselves on building a highly professional team dedicated to providing sound financial judgment, upholding strong family values, and offering personalized care.

Our commitment extends to our clients, staff, families, and the community, ensuring that every interaction is rooted in integrity, trust, and excellence. Whether you are looking to grow your wealth, plan for the future, or manage your investments, FiveMM is here to guide you every step of the way.

We can save your money.

Grow your wealth efficiently

Our investment is flexible

More Information
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Investment Policies

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Awards WON

556 +

Skilled Agents

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Team Members

Our Features

Investment Provide you a Better Future

Whether you are looking to grow your wealth, plan for the future, or manage your investments, FiveMM is here to guide you every step of the way.

Trusted Company

FiveMM is a secured and trusted investment firm if you're looking to manage and grow your wealth...

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Anytime Money Back

You always have access to your funds and can always see balances...

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Flexible Investments

We offer flexible investments and asset management...

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24/7 Fast Support

Our live chat support are active 24/7 to always attend to you...

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Some Important FAQ's

Common Frequently Asked Questions

A: All our client's portfolios are tailored to their specific needs. We take the time to get to know our clients and their families to fully understand their objectives and explore how best they might reach those objectives. We can then properly assess the kind of investment strategy that will fit our client's needs.

A: Yes, you can view your portfolio online via My FiveMM Client only login. My FiveMM website allows a client to view the latest performance of their investment portfolio(s), look at portfolio exposure to currency, geography and sectors, and see individual holdings. This can be accessed via a web browser.

A: FiveMM is subject to strict regulatory rules to safeguard your assets which ensure that your invested assets are held securely and are segregated from the firm's own assets at all times. You remain the beneficial owner of your assets and the firm maintains detailed records of all your investments subject to regular checking, reconciliation and audit by our external auditors.

Our Team

Meet Our Expert Team Members

Our mission is to protect and enhance our clients' financial well-being. We have a tradition of building a bright, highly professional team dedicated to sound financial judgment, strong family values, and the ability to care daily for our clients, our staff, our families, and our community.

Rob Wrubel, CFP®, AIF®, AEP®

President

Kenneth M. Beach

Co-founder and Managing Director

Theresa Brock, AIF®

Vice President, Investments

Fermin Padilla

Vice President, Investments

Scott Rethi, CSSCS

Senior Registered Client Associate

FMM

We are investment professionals, with an average of 22 years of investment experience, who have established an investment firm that puts the interests of the client and investment manager on the same side of the table

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Address

271 W. SHORT ST STE 410 LEXINGTON, KY 40507.

Telephone

+1 (502) 628-3942
Call to Our Experts Free: +1 (502) 628-3942
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