linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karn Kheti

KEY Investment Services LLC

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

About Karn Kheti

Karn Kheti is a financial advisor with Key Investment Services LLC, a firm with over $1 billion in assets under management. Karn is registered in New York and holds the Series 63, Series 6TO, and SIE licenses. With over a year of experience in the financial industry, Karn specializes in providing financial planning and portfolio management services to both individuals and high-net-worth clients. Key Investment Services LLC offers a wide range of investment services, including portfolio management, financial planning, and selection of other advisors, and is committed to providing clients with personalized and tailored advice.

Firm Information

Karn Kheti 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.

Karn Kheti’s Registration & Firm History

NY

03/28/2024 - Present

KEY Investment Services LLC (Homer NY)

OH

04/04/2022 - 06/30/2022

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

Not sure if Karn Kheti is right for you?

Licenses & Designations

BC

Issued 05/06/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karn Kheti.
Not sure if Karn Kheti is right for you?