Daniel
Telaak

Key Investment Services LLC

CRD#6652319
Investment Advisor
in Cleveland, OH

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About this Advisor

Daniel Telaak is a financial advisor based out of Cleveland, Ohio who has 2 years of relevant experience. Telaak is an advisor for Key Investment Services LLC. Throughout their career, they have worked at The Schwartz Group, Lowe'S Company, Kellogg'S Company, Mondelez International, Axa Advisors, LLC, Strategic Financial Solutions, Keybank and Key Investment Services. Telaak maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New York. Key Investment Services LLC is a registered investment firm that has its headquarters in Cleveland, OH. It has offices in 14 locations and a total of 1,062 financial advisors. It has $3 billion in assets under management among its 23,518 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 93 charitable organizations. Of its 23,518 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the services provided. However, fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4900 Tiedeman Road
Cleveland, OH 44144

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

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

1,062

OH Average: 34
Total Number of Accounts

23,518

OH Average: 1,972
Average Account Size

$136,785

OH Average: $1,068,125

Investment Advisory Services

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

Daniel Telaak Work History

Daniel has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Keybank

2020 - Present (4 years)

Key Investment Services

2019 - 2020 (1 year)

Strategic Financial Solutions

2016 - 2019 (3 years)

Axa Advisors, LLC

2015 - 2016 (1 year)

The Schwartz Group

2014 - 2015 (1 year)

Lowe'S Company

2014 - 2015 (1 year)

Kellogg'S Company

2011 - 2014 (3 years)

Mondelez International

*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 Daniel Telaak 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

Giuseppe Calabrese
Cleveland, OH
Evelyn Birbilas
Denver, CO
Jacqueline Stulmaker
Cleveland, OH
Shemilore Oguntoye
Cleveland, OH
Steven Vale
Cleveland, OH
Syed Razvi
Cleveland, OH
Jacoby Stephens
Cleveland, OH
Anthony Zak
Cleveland, 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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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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