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Charles Martin Larsen

KEY Investment Services LLC

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About Charles Martin Larsen

Charles Larsen is a financial advisor with Key Investment Services LLC. Charles has been in the industry since 2010 and is registered with the state of New York. Charles holds Series 7TO, SIE, 63, and 65 licenses. Charles specializes in financial planning and portfolio management for individuals. Charles has experience working with individuals, corporations, and non-profit organizations.

Firm Information

Charles Larsen 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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Charles Larsen’s Registration & Firm History

OH

06/08/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BC

Issued 04/27/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Charles Martin Larsen. Review regulatory record here.
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