Benjamin
Haren
Key Investment Services LLC
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About this Advisor
Benjamin Haren is a financial advisor based in Cleveland, Ohio, working with Key Investment Services LLC. Benjamin has previously held positions at Huntington National Bank, Northstar Cafe, Reddi Osu LLC, The Huntington Investment Company, The Huntington National Bank, Key Bank, Key Investment Services, and Keller Williams. Benjamin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Benjamin is part of Key Investment Services LLC, which operates out of Cleveland, Ohio. 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
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Fee Structure
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Key Investment Services LLC Brokerage Details
$4,187,935,886
1,098
26,437
$158,412
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Benjamin Haren Work History
Key Investment Services
Key Bank
Key Bank
Key Investment Services
Keller Williams
The Huntington National Bank
The Huntington National Bank
The Huntington Investment Company
Huntington National Bank
Northstar Cafe
Reddi Osu LLC
Disclosures
Please visit the SEC profile of Benjamin Haren 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
Saline, MI
Amelia, OH
Pickerington, OH
Port Angeles, WA
Cleveland, OH
Webster, NY
Buffalo, NY
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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