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Dean Curtis Huston

KEY Investment Services LLC

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About Dean Curtis Huston

Dean Huston is a financial advisor who has been in the industry since June 1, 2001. Dean is registered with Key Investment Services LLC and is licensed in Indiana. He is also registered in 28 other states. Dean has experience working at NATCITY INVESTMENTS, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Dean is licensed to provide investment advice and manage portfolios for individuals. Dean has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Dean Huston 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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Dean Huston’s Registration & Firm History

IN

11/24/2009 - Present

KEY Investment Services LLC (KOKOMO IN)

IN

11/28/2006 - 09/01/2009

NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)

IN

02/13/2001 - 11/02/2006

AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)

MN

02/13/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/04/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Curtis Huston.
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