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Kendall Miedema

KEY Investment Services LLC

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About Kendall Miedema

Kendall Miedema is a Registered Representative associated with KEY Investment Services LLC. Kendall has been in the securities industry for over 5 years and has been registered with KEY Investment Services LLC since November 2024. Kendall holds the Series 63 and Series 66 licenses and specializes in providing financial advice to individuals and other investment advisors. Kendall's previous experience includes positions at Charles Schwab & Co., Inc., Sanctuary Securities, LLC, JP Morgan Chase Bank, N.A., J.P. MORGAN SECURITIES, LLC and Cooke Financial Group.

Firm Information

Kendall Miedema 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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Kendall Miedema’s Registration & Firm History

OH

11/26/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kendall Miedema.
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