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Kevin Thomas Schunck

KEY Investment Services LLC

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About Kevin Thomas Schunck

Kevin Thomas Schunck is a financial advisor with Key Investment Services LLC, located in Brooklyn, OH. Kevin has been in the financial industry since 2012, working for AXA Advisors, LLC, M&T Securities, Inc., and LPL Financial LLC before joining Key Investment Services LLC. Kevin is registered with the state of New York and has passed several securities exams including the Series 7, 63, 52, 24, 53, 65, and SIE. Kevin specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Kevin Schunck 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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Kevin Schunck’s Registration & Firm History

OH

01/11/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/09/2021 - 02/02/2022

LPL FINANCIAL LLC (LITTLE FALLS NY)

NY

09/09/2016 - 06/09/2021

M&T SECURITIES, INC. (CORTLAND NY)

NY

04/11/2012 - 08/25/2016

AXA ADVISORS, LLC (SYRACUSE NY)

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Licenses & Designations

IA

Issued 05/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/04/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2015

Series 52 - Municipal Securities Representative Examination

BC

Issued 04/10/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Thomas Schunck.
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