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Mark A Klein

KEY Investment Services LLC

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About Mark A Klein

Mark A. Klein is a financial advisor with Key Investment Services LLC. Mark has been in the industry since January 5, 2015, and has experience providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Mark holds the Series 6, 7, and 66 securities licenses, and the SIE exam. Mark Klein is registered with the Securities and Exchange Commission (SEC) and is registered with the state of Idaho as an Investment Advisor Representative. Mark is also registered in 26 other states. Key Investment Services LLC is a registered investment advisor with over $1 billion in assets under management. Key Investment Services LLC provides financial advice to individuals and families, businesses, and institutions. Key Investment Services LLC is committed to providing its clients with personalized financial advice and investment management services.

Firm Information

Mark Klein 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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Mark Klein’s Registration & Firm History

OH

08/11/2017 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 08/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/06/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark A Klein.
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