Key Investment Services LLC

Key Investment Services LLC (CRD# 136300) is a financial advisory firm headquartered in Brooklyn, OH. They manage $1,743,935,137 in 11,490 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,744
    MILLION
  • Total Number of Accounts
    11,490
    ACCOUNTS
  • Average Account Value
    $151,779
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

Financial Advisors at Key Investment Services LLC
Showing 1 - 10 of 334 top financial advisors.
1
Danial S. Anderson
CRD#: 5501298
10 W Second Street 26th Floor, Dayton, OH 45402
93
Wealthminder
score

Danial Anderson (CRD# 5501298) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 9 years of experience in the finance industry.

2
Michelle A. Andrews
CRD#: 5504226
601 108th Avenue Ne, Suite 100, Bellevue, WA 98004
93
Wealthminder
score

Michelle Andrews (CRD# 5504226) is an Investment Advisor Representative working at Key Investment Services LLC in Bellevue, WA and has over 8 years of experience in the finance industry.

3
David L. Baldwin
CRD#: 2099386
30100 Chagrin Blvd Suite 100, Pepper Pike, OH 44124
93
Wealthminder
score

David Baldwin (CRD# 2099386) is an Investment Advisor Representative working at Key Investment Services LLC in Pepper Pike, OH and has over 9 years of experience in the finance industry.

4
Mary R. Barker
CRD#: 1365457
4900 Tiedeman Road, Brooklyn, OH 44144
93
Wealthminder
score

Mary Barker (CRD# 1365457) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 22 years of experience in the finance industry.

5
Jeffrey S. Beasley
CRD#: 4777811
10 West Market St., Suite 900, Indianapolis, IN 46204
93
Wealthminder
score

Jeffrey Beasley (CRD# 4777811) is an Investment Advisor Representative working at Key Investment Services LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.

6
George R. Bello
CRD#: 4253766
30100 Chagrin Blvd Suite 100, Pepper Pike, OH 44124
93
Wealthminder
score

George Bello (CRD# 4253766) is an Investment Advisor Representative working at Key Investment Services LLC in Pepper Pike, OH and has over 13 years of experience in the finance industry.

7
Kelly S. Bergman
CRD#: 1602611
3611 Martin Way E., Olympia, WA 98506
93
Wealthminder
score

Kelly Bergman (CRD# 1602611) is an Investment Advisor Representative working at Key Investment Services LLC in Olympia, WA and has over 31 years of experience in the finance industry.

8
Benjamin J. Bird
CRD#: 5722859
201 N. Main St., Tooele, UT 84074
93
Wealthminder
score

Benjamin Bird (CRD# 5722859) is an Investment Advisor Representative working at Key Investment Services LLC in Tooele, UT and has over 8 years of experience in the finance industry.

9
James D. Bish
CRD#: 4803489
30100 Chagrin Blvd Suite 100, Pepper Pike, OH 44124
93
Wealthminder
score

James Bish (CRD# 4803489) is an Investment Advisor Representative working at Key Investment Services LLC in Pepper Pike, OH and has over 13 years of experience in the finance industry.

10
Kimberly A. Bish
CRD#: 4342458
205 E. National Rd., Vandalia, OH 45377
93
Wealthminder
score

Kimberly Bish (CRD# 4342458) is an Investment Advisor Representative working at Key Investment Services LLC in Vandalia, OH and has over 16 years of experience in the finance industry.

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