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Kenneth Herman Burr

KEY Investment Services LLC

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About Kenneth Herman Burr

Kenneth Burr is a registered investment advisor representative with Key Investment Services LLC. Kenneth has been in the financial services industry since 1994. Kenneth currently works in the firm's Brooklyn, OH branch. Kenneth holds licenses in 26 states. Kenneth has experience in the securities industry. Kenneth has been registered with Key Investment Services LLC since 2012.

Firm Information

Kenneth Burr 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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Kenneth Burr’s Registration & Firm History

OH

06/22/2012 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

02/07/2011 - 06/21/2012

FIFTH THIRD SECURITIES, INC. (WEST MILTON OH)

OH

01/16/2008 - 01/31/2011

KEY INVESTMENT SERVICES LLC (XENIA OH)

OH

03/27/1999 - 01/11/2008

FIFTH THIRD SECURITIES, INC. (TROTWOOD OH)

OH

12/03/1998 - 03/27/1999

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

IL

03/16/1994 - 12/03/1998

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/15/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Herman Burr.
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