Advisor at key Investment Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
key Investment Services LLC
Location
Warsaw, IN 46580
Credentials
Series 63, Series 65
Industry experience
11 years
Bryn Malagon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining Key Investment Services, Malagon worked at Northwestern Mutual in various roles from 2016 to 2018. Outside of finance, Malagon serves as a Zumba instructor at the Kosciusko Community YMCA. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs supported by an internal due diligence process and affiliation with KeyBank/KeyCorp.
Based on key Investment Services LLC
Based on key Investment Services LLC
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
119 East Center Street
Warsaw, IN 46580
Indiana
Key Investment Services LLC
2022 - Present (4 years)
Key Investment Services, LLC
2018 - 2022 (4 years)
Northwestern Mutual Wealth Management Company
2016 - 2018 (2 years)
Northwestern Mutual Investment Services LLC
2016 - 2018 (2 years)
Northwestern Mutual Life Insurance Company
2016 - 2018 (2 years)
Kosclusko Community YMCA
2014 - Present (12 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Syracuse, IN
Vector Financial Services, LLC
CFP®
Winona Lake, IN
SYM Financial Advisors
Series 65
Winona Lake, IN
SYM Financial Advisors
CFP®, Series 66
Winona Lake, IN
SYM Financial Advisors
CFP®, ChFC®, Series 66
Winona Lake, IN
SYM Financial Advisors
CFP®, Series 63, Series 66
Winona Lake, IN
SYM Financial Advisors
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