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Ronald Roy Zeppernick

KEY Investment Services LLC

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About Ronald Roy Zeppernick

Ronald Roy Zeppernick is a registered representative with Key Investment Services LLC, located in Westerville, OH. Ronald has been in the financial industry since 1995 and specializes in investments and financial planning. He is a licensed Investment Advisor Representative in the state of Ohio and holds the Series 63, 65, 7, 24, and SIE licenses. Ronald is a well-seasoned professional with a diverse background, having previously worked with firms such as PNC Investments, NatCity Investments, Inc., and Liberty Securities Corporation.

Firm Information

Ronald Zeppernick 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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Ronald Zeppernick’s Registration & Firm History

OH

07/19/2010 - Present

KEY Investment Services LLC (WESTERVILLE OH)

OH

11/13/2009 - 06/29/2010

PNC INVESTMENTS (COLUMBUS OH)

OH

06/01/1996 - 11/13/2009

NATCITY INVESTMENTS, INC. (COLUMBUS OH)

OH

08/30/1999 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

NY

08/03/1998 - 09/01/1999

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NA

09/07/1995 - 08/03/1998

INDEPENDENT FINANCIAL SECURITIES, INC.

NA

04/10/1995 - 06/01/1996

NATIONAL CITY INVESTMENTS CORPORATION

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Licenses & Designations

IA

Issued 06/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ronald Roy Zeppernick. Review regulatory record here.
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