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Samuel Frederick Niesslein

KEY Investment Services LLC

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About Samuel Frederick Niesslein

Samuel Niesslein is an active advisor with Key Investment Services LLC. Samuel has been in the industry since 2004 and holds the Series 7, 6, 63, and 66 securities licenses as well as the SIE. Samuel has previous experience with EDWARD JONES, CUSO FINANCIAL SERVICES, L.P., WELLS FARGO ADVISORS, LLC, RBC CAPITAL MARKETS CORPORATION, and FIRST INVESTORS CORPORATION.

Firm Information

Samuel Niesslein 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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Samuel Niesslein’s Registration & Firm History

OR

03/12/2024 - Present

KEY Investment Services LLC (Lebanon OR)

OR

03/13/2020 - 03/11/2024

EDWARD JONES (PHILOMATH OR)

OR

02/18/2015 - 02/03/2020

CUSO FINANCIAL SERVICES, L.P. (CORVALLIS OR)

OR

06/23/2008 - 02/20/2015

WELLS FARGO ADVISORS, LLC (CORVALLIS OR)

OR

09/24/2004 - 06/26/2008

RBC CAPITAL MARKETS CORPORATION (CORVALLIS OR)

NJ

04/19/2004 - 09/28/2004

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BOTH

Issued 08/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/16/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Frederick Niesslein.
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