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Debora Ann Kern

KEY Investment Services LLC

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About Debora Ann Kern

Debora Ann Kern is an investment advisor representative at Key Investment Services LLC in Noblesville, IN. Debora has been in the industry since 2001 and holds Series 7, 65 and 66 licenses. Debora has also worked at McDonald Investments Inc., and Woodbury Financial Services, Inc. Debora also serves as a Treasurer for CIBA Foundation Inc. Key Investment Services LLC has offices in Noblesville, IN and Brooklyn, OH.

Firm Information

Debora Kern 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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Debora Kern’s Registration & Firm History

IN

10/14/2014 - Present

KEY Investment Services LLC (NOBLESVILLE IN)

IN

10/02/2007 - 03/06/2009

WOODBURY FINANCIAL SERVICES, INC. (NOBLESVILLE IN)

IN

01/18/2006 - 10/02/2007

KEY INVESTMENT SERVICES LLC (CICERO IN)

IN

02/02/2001 - 01/18/2006

MCDONALD INVESTMENTS INC. (CICERO IN)

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Licenses & Designations

IA

Issued 11/12/2007

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Debora Ann Kern. Review regulatory record here.
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