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 based in Mishawaka, Indiana, working with Key Investment Services LLC. Tim has previously held positions at Key Investment Services LLC and Key Investment Services. Tim has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Tim is part of Key Investment Services LLC, which operates out of Mishawaka, 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 the selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

$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

Tim Emmendorfer Work History

2020 - Present (4 years)

Key Investment Services

2005 - 2020 (15 years)

Key Investment Services LLC

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

Collin Avery
Cleveland, OH
Anna Vitale
Cleveland, OH
Greg Smith
Cleveland, OH
Kyle Richards
Amelia, OH
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Chris Dunkel
Pickerington, 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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