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Ethan Wrenn

KEY Investment Services LLC

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About Ethan Wrenn

Ethan Wrenn is an investment advisor representative registered with Key Investment Services LLC in Ohio. Ethan holds a Series 66, Series 7TO, and SIE license and has been in the industry for over 2 years. Ethan has experience with a range of investment products and services and has a history of working with clients in Ohio. Ethan has a strong background in financial services and is committed to providing personalized financial advice to clients.

Firm Information

Ethan Wrenn 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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Ethan Wrenn’s Registration & Firm History

OH

07/12/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

04/02/2024 - 05/17/2024

EQUITABLE ADVISORS, LLC (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 03/11/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/26/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ethan Wrenn.
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