Tanya
Range

Key Investment Services LLC

CRD#4847290
Investment Advisor
in Redmond, WA

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About this Advisor

Tanya Range is a financial advisor operating in Redmond, Washington with a total of 14 years of industry experience. Range is currently employed by Key Investment Services LLC. They have worked at Key Investment Services Llc for all of their career. Range maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in Washington. Key Investment Services LLC is a business headquartered in Cleveland, OH. The company has offices in 14 locations and a total of 1,062 people on staff. It handles $3 billion in assets among its 23,518 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 93 charitable organizations. Of its 23,518 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. The business offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which services are provided. However, fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

16401 Redmond Way
Redmond, WA 98052

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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

Tanya Range Work History

Tanya has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Key Investment Services

*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 Tanya Range 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

Richard Levy
Lebanon, IN
Lauren Geraldsen
Cleveland, OH
Brian Lafata
Cleveland, OH
Adam Birch
Cleveland, OH
Michael Moran
Martinsville, IN
Jeffrey Hannett
Hudson, NY
Evelyn Birbilas
Denver, CO
Jason Danheiser
Tonawanda, NY

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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