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Dan Craig McLaughlin

KEY Investment Services LLC

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About Dan Craig McLaughlin

Dan McLaughlin is a registered investment advisor representative with Key Investment Services LLC. Dan has been in the financial industry since 1997 and holds Series 7, 63, and 65 licenses. Dan is registered with the state of Oregon and Washington. Dan has previously worked with U.S. Bancorp Investments, Inc., Chase Investment Services Corp., WAMU Investments, Inc., Phillips & Company Securities Inc., Willamette Securities, Inc., and Everen Securities, Inc. Dan specializes in portfolio management for individuals and the selection of other advisors.

Firm Information

Dan McLaughlin 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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Dan McLaughlin’s Registration & Firm History

OH

07/02/2012 - Present

KEY Investment Services LLC (BROOKLYN OH)

OR

05/06/2010 - 06/22/2012

U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)

OR

05/02/2009 - 05/04/2010

CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)

OR

01/11/2008 - 05/02/2009

WAMU INVESTMENTS, INC. (PORTLAND OR)

OR

02/22/2001 - 12/21/2007

PHILLIPS & COMPANY (PORTLAND OR)

OR

03/01/2001 - 03/19/2001

WILLAMETTE SECURITIES, INC. (PORTLAND OR)

MO

08/31/1998 - 03/10/1999

EVEREN SECURITIES, INC. (ST. LOUIS MO)

OR

10/06/1995 - 09/03/1998

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 03/25/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dan Craig McLaughlin. Review regulatory record here.
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