Tim
Emmendorfer

Key Investment Services LLC

CRD#2086528
Investment Advisor
in Mishawaka, IN

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About this Advisor

Tim Emmendorfer is a financial advisor who works in Mishawaka, Indiana who has 17 years of industry experience. Emmendorfer is on the advisory team at Key Investment Services LLC. Over the course of their career, Emmendorfer has held roles at Key Investment Services LLC and Key Investment Services. Emmendorfer maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Key Investment Services LLC is a financial advisory firm headquartered in Cleveland, OH. It has offices in 14 locations and a total of 1,062 people on staff. 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 nation by assets under management. The firm provides services to 93 charities and foundations. Of its 23,518 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. Key Investment Services LLC performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the services. Fees charged by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

525 West Cleveland Road
Mishawaka, IN 46545

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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

Tim Emmendorfer Work History

Tim has been registered as a financial advisor for 17 years.*

2020 - Present (4 years)

Key Investment Services

2005 - 2020 (15 years)

Key Investment Services LLC

*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 Tim Emmendorfer 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

Adam Birch
Cleveland, OH
Lauren Geraldsen
Cleveland, OH
David D'Arienzo
Kent, OH
Scott Weber
Cleveland, OH
Richard Levy
Lebanon, IN
Daniel Frey
Centerbrook, CT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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