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Michelle M Pipcak

KEY Investment Services LLC

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About Michelle M Pipcak

Michelle Pipcak is a financial advisor who has been active in the industry since 2014. She is currently registered with Key Investment Services LLC, and has previously worked with Edward Jones, Chase Investment Services Corp., and BANC ONE SECURITIES CORPORATION. Michelle Pipcak has a broad range of experience in the financial services industry, and is able to provide investment advice to a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Michelle Pipcak is also able to provide financial planning services.

Firm Information

Michelle Pipcak 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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Michelle Pipcak’s Registration & Firm History

OH

01/12/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

11/22/2019 - 01/03/2022

EDWARD JONES (SPENCER OH)

OH

07/06/2005 - 03/19/2009

CHASE INVESTMENT SERVICES CORP. (MEDINA OH)

IL

01/30/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/29/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michelle M Pipcak. Review regulatory record here.
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