Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Christopher Rustad

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Christopher Rustad

Ryan Christopher Rustad is a financial professional with over 20 years of experience in the financial services industry. Ryan holds the Series 7, Series 27, and Series 99TO licenses, allowing him to provide a wide range of investment services. Currently, Ryan is a registered representative with Key Investment Services LLC, specializing in providing investment advice to individuals, corporations, and charitable organizations. Ryan's expertise has been recognized by his peers, and he has a strong record of success in meeting the financial needs of his clients. Ryan is committed to providing his clients with personalized advice and a high level of service.

Firm Information

Ryan Rustad 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Rustad’s Registration & Firm History

OH

07/01/2019 - Present

KEY Investment Services LLC (BROOKLYN OH)

Not sure if Ryan Christopher Rustad is right for you?

Licenses & Designations

BC

Issued 08/02/2012

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ryan Christopher Rustad.
Not sure if Ryan Christopher Rustad is right for you?