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Chris George Dunkel

KEY Investment Services LLC

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About Chris George Dunkel

Chris Dunkel is an investment advisor representative, registered with the state of Ohio. Chris has been in the industry since February 14, 2006. Chris is currently employed by Key Investment Services LLC and is also registered with the state of Indiana as an investment advisor representative. Previously, Chris was an investment advisor representative with The Huntington Investment Company, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Chris is a Series 6, 7, and 66 licensed investment advisor representative.

Firm Information

Chris Dunkel 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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Chris Dunkel’s Registration & Firm History

OH

06/13/2019 - Present

KEY Investment Services LLC (PICKERINGTON OH)

OH

05/15/2014 - 06/27/2018

THE HUNTINGTON INVESTMENT COMPANY (PICKERINGTON OH)

OH

10/01/2012 - 04/04/2014

J.P. MORGAN SECURITIES LLC (PATASKALA OH)

OH

12/16/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CANAL WINCHESTER OH)

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Licenses & Designations

BOTH

Issued 03/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chris George Dunkel.
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