Bryn
Malagon

Key Investment Services LLC

CRD#6329223
Investment Advisor
in Warsaw, IN

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About this Advisor

Bryn Malagon is a financial advisor operating out of Warsaw, Indiana, with a total of 5 years of relevant experience. Malagon is an advisor for Key Investment Services LLC. During their career, Malagon has held roles at Cetera Investment Advisors, Dalite Screen Company, Lake City Bank, Cetera Investment Services LLC, Kosclusko Community Ymca, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Key Investment Services, LLC and Key Investment Services LLC. Malagon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Key Investment Services LLC is a firm operating out of Cleveland, OH. It has offices in 14 locations and a total of 1,062 advisors. It oversees $3 billion in total assets between its 23,518 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 93 charitable organizations. Of its 23,518 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice are based on the type of services provided. Fee types charged by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

119 East Center Street
Warsaw, IN 46580

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

IN Average: $2,106,341,625
Total Number of Employees

1,062

IN Average: 34
Total Number of Accounts

23,518

IN Average: 1,972
Average Account Size

$136,785

IN Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bryn Malagon Work History

Bryn has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Key Investment Services LLC

2014 - Present (10 years)

Kosclusko Community Ymca

2018 - 2022 (4 years)

Key Investment Services, LLC

2016 - 2018 (2 years)

Northwestern Mutual Life Insurance Company

2016 - 2018 (2 years)

Northwestern Mutual Investment Services LLC

2016 - 2018 (2 years)

Northwestern Mutual Wealth Management Company

2015 - 2016 (1 year)

Cetera Investment Advisors

2014 - 2016 (2 years)

Cetera Investment Services LLC

2013 - 2016 (3 years)

Lake City Bank

2010 - 2013 (3 years)

Dalite Screen Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryn Malagon 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

David D'Arienzo
Kent, OH
Adam Birch
Cleveland, OH
Jason Danheiser
Tonawanda, NY
Ankit Patel
Cleveland, OH
Brian Lafata
Cleveland, OH
Scott Weber
Cleveland, OH
Evelyn Birbilas
Denver, CO
Richard Fisher
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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