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Brian Kari Wade

KEY Investment Services LLC

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About Brian Kari Wade

Brian Kari Wade is an investment advisor representative with Key Investment Services LLC. Brian has been in the industry since January 30, 2001, and has experience with both individual and institutional clients. Brian's firm provides investment advisory services, including portfolio management for individuals and selection of other advisors. Brian is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 63, and 65 licenses. Brian has a long history in the financial services industry, having previously worked at Chase Investment Services Corp., Banc One Securities Corporation, Wells Fargo Investments, LLC, and Fidelity Brokerage Services LLC. Brian's expertise and experience make him a valuable resource for clients seeking investment advice.

Firm Information

Brian Wade 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 Wade’s Registration & Firm History

UT

01/12/2007 - Present

KEY Investment Services LLC (Salt Lake City UT)

IL

07/06/2005 - 02/22/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

10/29/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

CA

08/22/2002 - 06/23/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

RI

08/24/2000 - 08/14/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 12/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Kari Wade. Review regulatory record here.
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