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Brian F Henning

KEY Investment Services LLC

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About Brian F Henning

Brian F. Henning is a financial advisor based in Massena, NY. Brian has been in the financial services industry since 2003. Brian is currently registered with KEY Investment Services LLC. Brian has previously worked with LPL FINANCIAL LLC, M&T SECURITIES, INC., CHASE INVESTMENT SERVICES CORP., and NYLIFE SECURITIES INC. Brian is licensed in 33 states and holds Series 6, 7, 24, 63, and 65 licenses. Brian specializes in providing portfolio management for individuals and selecting other advisors.

Firm Information

Brian Henning 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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Brian Henning’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Massena NY)

NY

11/04/2013 - 09/21/2016

LPL FINANCIAL LLC (EVANS MILL NY)

NY

08/04/2005 - 11/06/2013

M&T SECURITIES, INC. (CICERO NY)

IL

11/16/2004 - 07/15/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

03/13/2003 - 10/22/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2009

Series 7 - General Securities Representative Examination

BC

Issued 03/11/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brian F Henning. Review regulatory record here.
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