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Keith Kohlmann

KEY Investment Services LLC

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About Keith Kohlmann

Keith Kohlmann is a financial advisor with over 10 years of experience in the industry. Keith is currently registered with Key Investment Services LLC, where Keith provides investment advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Keith is also registered as an investment advisor representative in New York. Before joining Key Investment Services LLC, Keith worked at Northwestern Mutual Investment Services, LLC. Keith is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Keith Kohlmann 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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Keith Kohlmann’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

11/02/2017 - 03/30/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (POUGHKEEPSIE NY)

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Licenses & Designations

BOTH

Issued 12/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Kohlmann.
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