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Alan Gene Fullenkamp

KEY Investment Services LLC

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About Alan Gene Fullenkamp

Alan Fullenkamp is a registered representative with Key Investment Services LLC in Brooklyn, OH. Alan has been in the securities industry since July 6, 2001. Alan has worked for two other firms, AXA Advisors, LLC and Raymond James & Associates, Inc.. Key Investment Services LLC provides portfolio management for individuals and selection of other advisers. Alan is also a committee member for the St Rose Boy Scout Troop 167, the Erie Shores Council-Boy Scouts of America, and the St. Rose School Endowment.

Firm Information

Alan Fullenkamp is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Fullenkamp’s Registration & Firm History

OH

06/05/2006 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

07/02/2002 - 06/05/2006

AXA ADVISORS, LLC (TOLEDO OH)

FL

04/02/2001 - 03/27/2002

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 04/16/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Gene Fullenkamp.
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