Debora
Kern

Key Investment Services LLC

CRD#4340819
Investment Advisor
in Noblesville, IN

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About this Advisor

Debora Kern is a financial advisor based in Noblesville, Indiana, working with Key Investment Services LLC. Debora has previously held a position at Key Investment Services. Debora has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Debora is part of Key Investment Services LLC, which operates out of Noblesville, 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 65, Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

480 Sheridan Rd.
Noblesville, IN 46060

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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

Debora Kern Work History

2020 - Present (4 years)

Key Investment Services

2011 - 2020 (9 years)

Key Investment Services

Disclosures

Please visit the SEC profile of Debora Kern 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

William Grochala
Cleveland, OH
Anthony Zak
Cleveland, OH
Benjamin Haren
Cleveland, OH
Parker Stone
Ithaca, NY
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Cynthia Ciccotti
Cleveland, OH
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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