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Monica Lynne Zwipf

KEY Investment Services LLC

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About Monica Lynne Zwipf

Monica Zwipf is an investment advisor representative at Key Investment Services LLC, where she has been working since July 2017. Monica is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), with a Series 6, 7, 63 and 66 license. Monica has experience working in the financial services industry since November 2012, holding roles at Key Investment Services LLC and Subway. Her current focus is on working with individual clients and offering portfolio management advice. Monica's firm, Key Investment Services LLC, is a registered investment adviser with approximately $1 billion - $10 billion in assets under management.

Firm Information

Monica Zwipf 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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Monica Zwipf’s Registration & Firm History

OH

12/08/2020 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 12/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/04/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Lynne Zwipf.
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