Joshua
Wagner
Key Investment Services LLC
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About this Advisor
Joshua Wagner is a financial advisor working in Cleveland, Ohio, with 1 year of relevant experience. Wagner works at Key Investment Services LLC. Over the course of their career, they have held roles at Fifth Third Securities, Key Bank, Key Investment Services, Cetera Investment Advisers LLC, Cetera Investment Services LLC, The State Bank And Trust Co, Key Investment Services, LLC, Keybank, Fifth Third Bank, Key Investment Services LLC and King'S Cross Church. Wagner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Key Investment Services LLC is an advisory business based out of Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 advisors. It administers $3 billion in assets between its 23,518 customer 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 accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a few services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on the type of services. Fees charged 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
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Wagner Work History
Joshua has been registered as a financial advisor for 1 years.*
Key Investment Services LLC
King'S Cross Church
Fifth Third Bank
Fifth Third Securities
Key Investment Services, LLC
Keybank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
The State Bank And Trust Co
Key Bank
Key Investment Services
Fifth Third Securities
*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 Joshua Wagner 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
Cleveland, OH
Cleveland, OH
Tonawanda, NY
Cleveland, OH
Lebanon, IN
Martinsville, IN
Denver, CO
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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