Key Investment Services LLC

Key Investment Services LLC (CRD# 136300) is a financial advisory firm headquartered in Brooklyn, OH. They manage $2,545,631,656 in 17,861 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,546
    MILLION
  • Total Number of Accounts
    17,861
    ACCOUNTS
  • Average Account Value
    $142,525
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Key Investment Services LLC
Showing 1 - 10 of 299 top financial advisors.
1
Erica L. Acheson-Dunay
CRD#: 5247687
127 Public Square, Suite 1200, Cleveland, OH 44114

Erica Acheson-Dunay (CRD# 5247687) is an Investment Advisor Representative working at Key Investment Services LLC in Cleveland, OH and has over 8 years of experience in the finance industry.

2
Nicole L. Alexander-Duvall
CRD#: 4587370
10 W Second Street, 26th Floor, Dayton, OH 45402

Nicole Alexander-Duvall (CRD# 4587370) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 13 years of experience in the finance industry.

3
Joyce E. Alishusky
CRD#: 4780903
4900 Tiedeman Road, Oh-01-49-0215, Brooklyn, OH 44144

Joyce Alishusky (CRD# 4780903) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 4 years of experience in the finance industry.

4
Robert E. Allen
CRD#: 2335448
10 W Second Street, 26th Floor, Dayton, OH 45402

Robert Allen (CRD# 2335448) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 26 years of experience in the finance industry.

5
Danial S. Anderson
CRD#: 5501298
10 W Second Street, 26th Floor, Dayton, OH 45402

Danial Anderson (CRD# 5501298) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 11 years of experience in the finance industry.

6
Michelle A. Andrews
CRD#: 5504226
1101 Pacific Avenue, 4th Floor, Tacoma, WA 98402

Michelle Andrews (CRD# 5504226) is an Investment Advisor Representative working at Key Investment Services LLC in Tacoma, WA and has over 10 years of experience in the finance industry.

7
Travis L. Baas
CRD#: 6482032
726 Se Morrison St, Portland, OR 97214

Travis Baas (CRD# 6482032) is an Investment Advisor Representative working at Key Investment Services LLC in Portland, OR and has over 4 years of experience in the finance industry.

8
Debbie L. Bailey
CRD#: 2730815
1001 Ashland Road, Mansfield, OH 44905

Debbie Bailey (CRD# 2730815) is an Investment Advisor Representative working at Key Investment Services LLC in Mansfield, OH and has over 23 years of experience in the finance industry.

9
David L. Baldwin
CRD#: 2099386
404 East Waterloo Road, Akron, OH 44319

David Baldwin (CRD# 2099386) is an Investment Advisor Representative working at Key Investment Services LLC in Akron, OH and has over 11 years of experience in the finance industry.

10
Alfred D. Barbato
CRD#: 1882826
278 Main Street, Harleysville, PA 19438

Alfred Barbato (CRD# 1882826) is an Investment Advisor Representative working at Key Investment Services LLC in Harleysville, PA and has over 31 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.