Key Concerns Inc.

Key Concerns Inc. (CRD# 124598) is a financial advisory firm headquartered in Wyandotte, MI. They manage $23,567,000 in 260 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
440 Eureka, Suite B, Wyandotte, MI 48192
http://www.keyconcerns.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $90,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Key Concerns Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Brown, financial advisor Wyandotte MI
Jennifer R. Brown
CRD#: 5987609
440 Eureka, Suite B, Wyandotte, MI 48192

Jennifer Brown (CRD# 5987609) is an Investment Advisor Representative working at Key Concerns Inc. in Wyandotte, MI and has over 12 years of experience in the finance industry.

2
Erin Shelton, financial advisor Wyandotte MI
Erin L. Shelton
CRD#: 5765585
440 Eureka, Suite B, Wyandotte, MI 48192

Erin Shelton (CRD# 5765585) is an Investment Advisor Representative working at Key Concerns Inc. in Wyandotte, MI and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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