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Ryan Patrick Voet

KEY Investment Services LLC

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About Ryan Patrick Voet

Ryan Voet is an investment advisor representative with Key Investment Services LLC. Ryan has over 7 years of experience in the financial services industry. Ryan is registered with the state of Ohio and holds the Series 66, Series 7, and SIE licenses. Ryan has worked with a variety of clients including individuals, families, and businesses. Ryan has experience working with Key Investment Services LLC, Fidelity Brokerage Services LLC, U.S. Bancorp Investments, Inc., BB&T Securities, LLC, and PNC Investments.

Firm Information

Ryan Voet 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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Ryan Voet’s Registration & Firm History

OH

08/21/2022 - Present

KEY Investment Services LLC (CINCINNATI OH)

KY

11/05/2021 - 08/10/2022

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

OH

09/17/2019 - 06/18/2021

U.S. BANCORP INVESTMENTS, INC. (Cincinnati OH)

KY

01/02/2018 - 07/15/2019

BB&T SECURITIES, LLC (NEWPORT KY)

KY

05/03/2017 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (FLORENCE KY)

OH

10/27/2014 - 05/05/2017

PNC INVESTMENTS (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 02/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ryan Patrick Voet. Review regulatory record here.
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