Dean
Huston

Key Investment Services LLC

CRD#4342171
Investment Advisor
in Kokomo, IN

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About this Advisor

Dean Huston is a financial advisor based in Kokomo, Indiana, working with Key Investment Services LLC. Dean has previously held a position at Key Investment Services. Dean has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Dean is part of Key Investment Services LLC, which operates out of Kokomo, Indiana. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1151 E Hoffer Street
Kokomo, IN 46902

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$4,187,935,886

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

1,098

IN Average: 34
Total Number of Accounts

26,437

IN Average: 1,972
Average Account Size

$158,412

IN Average: $1,068,125

Investment Advisory Services

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

Dean Huston Work History

2020 - Present (4 years)

Key Investment Services

2009 - 2020 (11 years)

Key Investment Services

Disclosures

Please visit the SEC profile of Dean Huston 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

Mark Lorentzen
Port Angeles, WA
Daniel Frey
Cleveland, OH
Kristy O'Driscoll
Cleveland, OH
Veronica Mangione
Valatie, NY
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Donald Armstrong
Buffalo, NY
Kyle Forman
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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