Min
Sul

Key Investment Services LLC

CRD#5267189
Investment Advisor
in Kent, WA

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About this Advisor

Min Sul is a financial advisor operating out of Kent, Washington, with a total of 15 years of industry experience. Sul is currently employed by Key Investment Services LLC. Over the course of their career, they have held roles at Key Investment Services LLC and Key Investment Services. Sul maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Key Investment Services LLC is a business headquartered in Cleveland, OH. It has offices in 14 locations and a total of 1,062 advisors. It handles $3 billion in assets under management among its 23,518 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 93 charitable organizations. Of its 23,518 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which services are provided. Fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

505 W Meeker Street
Kent, WA 98032

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

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

1,062

WA Average: 34
Total Number of Accounts

23,518

WA Average: 1,972
Average Account Size

$136,785

WA Average: $1,068,125

Investment Advisory Services

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

Min Sul Work History

Min has been registered as a financial advisor for 15 years.*

2020 - Present (4 years)

Key Investment Services

2008 - 2020 (12 years)

Key Investment Services LLC

*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 Min Sul 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

Michael Moran
Martinsville, IN
Jason Navolio
Cleveland, OH
Scott Weber
Cleveland, OH
Daniel Frey
Centerbrook, CT
Jeffrey Hannett
Hudson, NY
Eric Woodfill
Cleveland, OH
Evelyn Birbilas
Denver, CO
Richard Fisher
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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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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