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Tim Michael Emmendorfer

KEY Investment Services LLC

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About Tim Michael Emmendorfer

Tim Emmendorfer is a financial advisor with over 30 years of experience in the industry. Tim is currently registered with Key Investment Services LLC. Tim has held previous roles with firms such as McDonald Investments Inc., Key Investments Inc., First of America Brokerage Service, Inc., and First of America Securities, Inc. Tim offers a range of financial services including portfolio management for individuals and selection of other advisors.

Firm Information

Tim Emmendorfer 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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Tim Emmendorfer’s Registration & Firm History

IN

01/03/2006 - Present

KEY Investment Services LLC (MISHAWAKA IN)

OH

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

10/02/1997 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

OH

11/21/1995 - 07/31/1997

FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)

MI

09/21/1995 - 10/13/1995

FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)

MI

05/30/1995 - 09/21/1995

FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)

OH

03/20/1992 - 05/30/1995

FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)

MN

09/27/1990 - 10/08/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/27/1990 - 10/08/1991

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/29/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tim Michael Emmendorfer.
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