Bryn Malagon (CRD# 6329223) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 9 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Key Investment Services LLC | Brooklyn, OH | Jul 2022 - Current | 1 |
Kosclusko Community Ymca | Warsaw, IN | Jul 2014 - Current | 9 |
Key Investment Services, LLC | Indianapolis, IN | Mar 2018 - Jul 2022 | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2016 - Mar 2018 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Apr 2016 - Mar 2018 | 1 |
Northwestern Mutual Investment Services LLC | Mishawaka, IN | Apr 2016 - Mar 2018 | 1 |
Cetera Investment Advisors | St Cloud, MN | May 2015 - Feb 2016 | < 1 |
Cetera Investment Services LLC | St Cloud, MN | Apr 2014 - Feb 2016 | 1 |
Lake City Bank | Warsaw, IN | Jun 2013 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2014 |
S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- IN
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Total Assets Under Management4,188MILLIONS
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Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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