Karen
Luckoski
Key Investment Services LLC
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About this Advisor
Karen Luckoski is a financial advisor operating out of Dayton, Ohio, with 6 years of industry experience. Luckoski is on the advisory team at Key Investment Services LLC. Throughout their career, Luckoski has worked at Key Bank, Key Investment Services, Key Investment Services LLC, Key Investment Services, LLC and Keybank. Luckoski holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Ohio. Key Investment Services LLC is an advisory company operating out of Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 financial advisors. It manages $3 billion in total assets between its 23,518 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 93 charities and foundations. Of its 23,518 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. The company performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed 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
Karen Luckoski Work History
Karen has been registered as a financial advisor for 6 years.*
Key Investment Services LLC
Keybank
Key Investment Services, LLC
Keybank
Key Investment Services LLC
Key Investment Services
Key Bank
*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 Karen Luckoski 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
Centerbrook, CT
Kent, OH
Cleveland, OH
Cleveland, OH
Lebanon, IN
Denver, CO
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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