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Kragun C Bunker

KEY Investment Services LLC

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About Kragun C Bunker

Kragun C Bunker is a financial professional with experience in the financial services industry. Kragun is currently registered with Key Investment Services LLC, a firm with offices in South Jordan, UT. Prior to joining Key Investment Services, Kragun was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Equitable Advisors, LLC. Kragun has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination.

Firm Information

Kragun Bunker 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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Kragun Bunker’s Registration & Firm History

UT

04/19/2024 - Present

KEY Investment Services LLC (South Jordan UT)

UT

02/13/2023 - 01/18/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)

UT

08/13/2021 - 10/25/2022

EQUITABLE ADVISORS, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 09/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kragun C Bunker.
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