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Rachel Abigail Gunderson

KEY Investment Services LLC

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About Rachel Abigail Gunderson

Rachel Gunderson is an investment advisor representative registered with Key Investment Services LLC in Oregon. Rachel is a highly experienced investment professional with over 12 years in the industry, having previously worked at Key Bank and Key Investment Services LLC in various roles. Rachel is a dedicated advisor who has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Rachel is passionate about providing personalized financial advice and creating a long-term plan for clients that aligns with their individual needs and risk tolerance.

Firm Information

Rachel Gunderson 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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Rachel Gunderson’s Registration & Firm History

OR

03/19/2015 - Present

KEY Investment Services LLC (Oregon City OR)

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Licenses & Designations

BOTH

Issued 04/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/11/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Abigail Gunderson.
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