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Dawn Nancy Buschlen

KEY Investment Services LLC

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About Dawn Nancy Buschlen

Dawn Nancy Buschlen is a financial advisor at Key Investment Services LLC. Dawn is a registered representative with the firm's Brighton, MI branch office and has been in the financial services industry since 2001. Dawn holds Series 6 and SIE securities licenses. Key Investment Services LLC is a registered investment advisor with offices in Brooklyn, OH. The firm has approximately $1 billion - $10 billion in assets under management.

Firm Information

Dawn Buschlen 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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Dawn Buschlen’s Registration & Firm History

MI

03/10/2022 - Present

KEY Investment Services LLC (BRIGHTON MI)

MI

04/17/2008 - 10/26/2020

KEY INVESTMENT SERVICES LLC (BRIGHTON MI)

MI

05/02/2001 - 06/29/2007

FIFTH THIRD SECURITIES, INC. (BRIGHTON MI)

MI

10/06/1999 - 05/02/2001

OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)

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Licenses & Designations

BC

Issued 09/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Nancy Buschlen.
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