Maximilian
Turner

Key Investment Services LLC

CRD#7953515
Investment Advisor
in Cleveland, OH

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About this Advisor

Maximilian Turner is a financial advisor based in Cleveland, Ohio, working with Key Investment Services LLC. Maximilian has previously held positions at Key Investment Services, LLC, Sureshine Marine Detailing, John Carroll Recreation Department, Breithorn Accounting, Uneumployed, Turfscape, Product Forwarding, and Bar 145. Maximilian has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Maximilian is part of Key Investment Services LLC, which operates out of Cleveland, Ohio. The firm has 25 offices and 1,131 employees. The firm manages assets totaling $6.1 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Key Investment Services LLC is asset-based.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

787 Alpha Drive
Cleveland, OH 44143

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$6,107,213,206

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

1,131

OH Average: 34
Total Number of Accounts

27,533

OH Average: 1,972
Average Account Size

$221,814

OH Average: $1,068,125

Investment Advisory Services

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

Maximilian Turner Work History

2025 - Present (0 year)

Key Investment Services, LLC

2024 - Present (1 year)

Key Investment Services, LLC

2024 - 2024 (< 1 year)

Key Investment Services, LLC

2023 - 2024 (1 year)

Sureshine Marine Detailing

2022 - 2023 (1 year)

John Carroll Recreation Department

2022 - 2022 (< 1 year)

Breithorn Accounting

2021 - 2022 (1 year)

Uneumployed

2021 - 2021 (< 1 year)

Turfscape

2021 - 2021 (< 1 year)

Product Forwarding

2020 - 2020 (< 1 year)

Bar 145

Disclosures

Please visit the SEC profile of Maximilian Turner 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

Chris Dunkel
Pickerington, OH
Erica Acheson-Dunay
Cleveland, OH
Donald Armstrong
Buffalo, NY
Jeffrey Hjort
Cleveland, OH
Michael Ford
Akron, OH
Paul Taylor
Cleveland, OH
Joseph Reynolds
Cleveland, OH
Samuel Niesslein
Cleveland, OH

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