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Ladawn Hansen Coburn

KEY Investment Services LLC

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About Ladawn Hansen Coburn

Ladawn Coburn is a financial advisor who is registered with the state of Utah and Colorado and is associated with Key Investment Services LLC. Ladawn has been in the financial services industry since April 5, 2015. Ladawn specializes in providing financial advice to individuals and businesses. Key Investment Services LLC is a registered investment advisor with offices in Brooklyn, OH and Ogden, UT. The firm manages over $4 billion in assets for a wide range of clients, including individuals, families, businesses, charitable organizations, and pension plans.

Firm Information

Ladawn Coburn 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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Ladawn Coburn’s Registration & Firm History

OH

04/18/2017 - Present

KEY Investment Services LLC (BROOKLYN OH)

UT

02/24/2015 - 01/20/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (Bountiful UT)

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Licenses & Designations

BOTH

Issued 04/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ladawn Hansen Coburn.
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