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Daniel Leon Guenther

KEY Investment Services LLC

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About Daniel Leon Guenther

Daniel Leon Guenther is a financial advisor registered with Key Investment Services LLC. Daniel has been in the industry since September 20, 2001. Daniel is also registered as an investment advisor representative with the firm. Daniel has worked with clients such as high net worth individuals, corporations or other businesses, and pension and profit sharing plans. Daniel is also registered as an investment advisor representative in Florida and Ohio. Daniel's clients include individuals, charitable organizations, corporations, and pension and profit sharing plans.

Firm Information

Daniel Guenther 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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Daniel Guenther’s Registration & Firm History

OH

03/03/2014 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

02/01/2011 - 02/20/2014

U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)

OH

01/20/2006 - 01/20/2011

KEY INVESTMENT SERVICES LLC (CINCINNATI OH)

OH

07/06/2005 - 01/18/2006

CHASE INVESTMENT SERVICES CORP. (CINCINNATI OH)

IL

10/15/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MA

05/23/2001 - 07/08/2003

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

IA

Issued 01/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Daniel Leon Guenther. Review regulatory record here.
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