Matthew
Huber
Key Investment Services LLC
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About this Advisor
Matthew Huber is a financial advisor who works in South Bend, Indiana who has 6 years of industry experience. Huber works at Key Investment Services LLC. Throughout their career, they have worked at Charles Schwab & Co., Inc, Key Investment Services and Key Investment Services, LLC. Huber holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Key Investment Services LLC is an advisory business that has its headquarters in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 advisors. It controls $3 billion in assets under management among its 23,518 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 93 charitable organizations. Of its 23,518 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. Key Investment Services LLC provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on which services are provided. However, fees billed by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3,216,898,961
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,062
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
23,518
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$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Huber Work History
Matthew has been registered as a financial advisor for 6 years.*
Key Investment Services, LLC
Key Investment Services
Charles Schwab & Co., Inc
*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 Matthew Huber 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
Hudson, NY
Cleveland, OH
Cleveland, OH
Lebanon, IN
Cleveland, OH
New Windsor, NY
Denver, CO
Kent, OH
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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