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Trent Jared Cunningham

KEY Investment Services LLC

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About Trent Jared Cunningham

Trent Jared Cunningham is an active investment advisor representative registered with Key Investment Services LLC. Trent has been in the industry since March 17, 2005. Trent has a variety of registrations including Series 66, Series 7 and SIE. Trent has previously been affiliated with BANC OF AMERICA INVESTMENT SERVICES, INC., AMERIPRISE FINANCIAL SERVICES, INC. and IDS LIFE INSURANCE COMPANY. Trent Jared Cunningham's registration with Key Investment Services LLC dates back to May 14, 2009. Key Investment Services LLC is headquartered in Brooklyn, OH. Key Investment Services LLC has offices in Windham, ME and Brooklyn, OH. Key Investment Services LLC manages approximately $1 billion to $10 billion in assets. Key Investment Services LLC serves a variety of clients including individuals, corporations, charitable organizations, and pension plans.

Firm Information

Trent Cunningham 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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Trent Cunningham’s Registration & Firm History

ME

05/14/2009 - Present

KEY Investment Services LLC (Windham ME)

ME

10/06/2008 - 03/26/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (SOUTH PORTLAND ME)

ME

01/20/2005 - 09/26/2008

AMERIPRISE FINANCIAL SERVICES, INC. (SOUTH PORTLAND ME)

MN

01/20/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trent Jared Cunningham.
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