linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dennis John Andres

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dennis? Claim Your Profile

About Dennis John Andres

Dennis Andres has been a registered representative for over 14 years, and is currently affiliated with Key Investment Services LLC. Prior to joining Key Investment Services LLC, Dennis Andres was affiliated with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, METLIFE SECURITIES INC., MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Dennis Andres specializes in portfolio management for individuals. Key Investment Services LLC is a registered investment advisor with over $1 billion to $10 billion in assets under management.

Firm Information

Dennis Andres 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dennis Andres’s Registration & Firm History

OH

05/31/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

IN

04/17/2013 - 06/16/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTH BEND IN)

OH

04/11/2012 - 04/02/2013

METLIFE SECURITIES INC. (BROADVIEW HTS OH)

IN

06/01/2009 - 04/18/2012

MORGAN STANLEY SMITH BARNEY (SOUTH BEND IN)

IN

04/02/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SOUTH BEND IN)

Not sure if Dennis John Andres is right for you?

Licenses & Designations

BOTH

Issued 04/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 04/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dennis John Andres.
Not sure if Dennis John Andres is right for you?