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David George Niggel

KEY Wealth Partners, LLC

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About David George Niggel

David Niggel is a financial advisor who has been working in the industry since 1991. David is currently registered with Key Wealth Partners, LLC in Lititz, PA. David has a Series 6 and Series 63 license. Prior to joining Key Wealth Partners, LLC, David worked at PFS INVESTMENTS INC. in Duluth, GA. David also works as the CFO for Fluid Conditioning Products in Lititz, PA. David specializes in providing financial planning services, pension consulting, and portfolio management for both individuals and businesses.

Firm Information

David Niggel is currently registered with KEY Wealth Partners, LLC. KEY Wealth Partners, LLC is an investment advisor registered with the SEC. The firm offers a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. KEY Wealth Partners, LLC manages approximately $3.2 million in assets for 9 clients, including high net worth individuals, corporations, and pension plans.

$3.23M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Niggel’s Registration & Firm History

PA

04/23/2010 - Present

KEY Wealth Partners, LLC (LITITZ PA)

GA

10/03/1991 - 12/31/1996

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 10/03/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David George Niggel.
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