Mark
Klein
Key Investment Services LLC
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About this Advisor
Mark Klein is a financial advisor based in Idaho Falls, Idaho, working with Key Investment Services LLC. Mark has previously held positions at Key Bank and Key Investment Services. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Idaho. Currently, Mark is part of Key Investment Services LLC, which operates out of Idaho Falls, Idaho. The firm has 14 offices and 1,098 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$4,187,935,886
1,098
26,437
$158,412
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mark Klein Work History
Key Investment Services
Key Investment Services
Key Bank
Disclosures
Please visit the SEC profile of Mark Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Cleveland, OH
Saline, MI
Cleveland, OH
Cleveland, OH
Cleveland, OH
Webster, NY
Buffalo, NY
Cleveland, OH
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