Key Investment Services LLC

Key Investment Services LLC (CRD# 136300) is a financial advisory firm headquartered in Brooklyn, OH. They manage $870,153,872 in 5,830 accounts and serve the financial needs of clients across 30 states (or territories).

Current Firm Details
4900 Tiedeman Road, Oh-01-49-0215, Brooklyn, OH 44144
http://www.key.com
By the Numbers
  • Total Assets Under Management
    870
    MILLION
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
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, 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 226 top financial advisors.
1
Ryan Alderfer, financial advisor Bellevue WA
Ryan J. Alderfer
CRD#: 5172171
601 108th Avenue Ne, Bellevue, WA 98004
93
Wealthminder
score

Ryan Alderfer (CRD# 5172171) is an Investment Advisor Representative working at Key Investment Services LLC in Bellevue, WA and has over 10 years of experience in the finance industry.

2
Danial Anderson, financial advisor Dayton OH
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.

3
David Baldwin, financial advisor Akron OH
David L. Baldwin
CRD#: 2099386
404 East Waterloo Road, Akron, OH 44319
93
Wealthminder
score

David Baldwin (CRD# 2099386) is an Investment Advisor Representative working at Key Investment Services LLC in Akron, OH and has over 8 years of experience in the finance industry.

4
Mary Barker, financial advisor Brooklyn OH
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 21 years of experience in the finance industry.

5
Jeffrey Beasley, financial advisor Columbus OH
Jeffrey S. Beasley
CRD#: 4777811
733 Bethel Road, Columbus, OH 43214
93
Wealthminder
score

Jeffrey Beasley (CRD# 4777811) is an Investment Advisor Representative working at Key Investment Services LLC in Columbus, OH and has over 12 years of experience in the finance industry.

6
Kelly Bergman, financial advisor Olympia WA
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 30 years of experience in the finance industry.

7
Benjamin Bird, financial advisor Tooele UT
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 7 years of experience in the finance industry.

8
Kimberly Bish, financial advisor Dayton OH
Kimberly A. Bish
CRD#: 4342458
10 W Second Street 26th Floor, Dayton, OH 45402
93
Wealthminder
score

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

9
Michael Blauvelt, financial advisor Indianapolis IN
Michael E. Blauvelt
CRD#: 4229668
10 West Market St., Suite 900, Indianapolis, IN 46204
93
Wealthminder
score

Michael Blauvelt (CRD# 4229668) is an Investment Advisor Representative working at Key Investment Services LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.

10
Laura Bowe, financial advisor Dayton OH
Laura L. Bowe
CRD#: 5289524
10 W Second Street 26th Floor, Dayton, OH 45402
93
Wealthminder
score

Laura Bowe (CRD# 5289524) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 6 years of experience in the finance industry.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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