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Joel Michael Wilson

KEY Investment Services LLC

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About Joel Michael Wilson

Joel Michael Wilson is a registered representative and investment advisor representative with Key Investment Services LLC, licensed in 26 states and 1 district. Joel has been in the industry since 2004. Joel is licensed to sell a wide range of financial products and services, including stocks, bonds, mutual funds, variable annuities, and more. Joel is also a registered investment advisor, which means that Joel is qualified to provide investment advice to individuals and families. Joel has a wide range of experience in the financial services industry. Joel has worked with clients of all ages and backgrounds, helping them to reach their financial goals.

Firm Information

Joel Wilson 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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Joel Wilson’s Registration & Firm History

ID

11/01/2012 - Present

KEY Investment Services LLC (Twin Falls ID)

WA

01/20/2006 - 04/15/2010

CHASE INVESTMENT SERVICES CORP. (SPOKANE WA)

IL

05/04/2004 - 12/12/2005

COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 06/22/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Michael Wilson.
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