Reece
Chlumsky
Key Investment Services LLC
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About this Advisor
Reece Chlumsky is a financial advisor based in Pocatello, Idaho, working with Key Investment Services LLC. Reece has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Allsup'S, Bankers Life Securities, Inc, Bankers Life Advisory Services, Inc, Keybank, and Key Investment Services. Reece has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, Reece is part of Key Investment Services LLC, which operates out of Pocatello, 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 selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
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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
Reece Chlumsky Work History
Keybank
Key Investment Services
Bankers Life Securities, Inc
Bankers Life Advisory Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Allsup'S
Disclosures
Please visit the SEC profile of Reece Chlumsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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