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Solomon Lee Schmidt

KEY Investment Services LLC

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About Solomon Lee Schmidt

Solomon Schmidt is a financial advisor with over 20 years of experience in the industry. Solomon currently works for Key Investment Services LLC, a firm with over $1 billion in assets under management. Solomon is registered as a broker-dealer and an investment advisor representative in Ohio.

Firm Information

Solomon Schmidt 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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Solomon Schmidt’s Registration & Firm History

OH

03/21/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

IL

12/01/2001 - 03/21/2022

U.S. BANCORP INVESTMENTS, INC. (FREEPORT IL)

NJ

10/22/2001 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MN

07/23/2001 - 09/14/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/23/2001 - 09/14/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/03/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/23/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Solomon Lee Schmidt.
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