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Chad Bentz

KEY Investment Services LLC

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About Chad Bentz

Chad Bentz is a registered representative with Key Investment Services LLC. Chad Bentz has been in the securities industry for over 14 years and is also an Investment Advisor Representative in the state of Ohio. Chad Bentz previously worked at J.P. Morgan Securities LLC and JPMorgan Distribution Services, Inc..

Firm Information

Chad Bentz 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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Chad Bentz’s Registration & Firm History

OH

07/25/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

08/22/2017 - 07/15/2023

J.P. MORGAN SECURITIES LLC (Westerville OH)

OH

02/19/2010 - 08/16/2017

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

IL

07/16/2001 - 11/26/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/13/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/18/2017

Series 24 - General Securities Principal Examination

BC

Issued 12/11/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/14/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Bentz.
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