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Hyla Fahsholtz

Advisor at key Investment Services LLC

Updated today

Location

Norway, ME 04268

Credentials

Series 63, Series 65

Industry experience

5 years

About

Hyla Fahsholtz is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TD Bank N.A. and TD Private Client Wealth LLC. 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 non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

Client services

Based on key Investment Services LLC

Portfolio management Selection of other advisers

Expertise

Based on key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)

Other

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.

Location

369 Main Street

Norway, ME 04268

Most active in

Maine

Work history

Key Investment Services LLC

2023 - Present (3 years)

TD Bank N.A.

2020 - 2023 (3 years)

TD Private Client Wealth LLC

2020 - 2023 (3 years)

TD Bank N.A.

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donald D

Series 66

Bridgeton, ME

Daniels D'Amelio Investment Management Group, LLC

Donald Daniels is a financial advisor at Daniels D'Amelio Investment Management Group, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Deutsche Bank. Daniels has been with Daniels D'Amelio Investment Management Group since 2019. Daniels D’Amelio Investment Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individual investors and employer-sponsored retirement plan sponsors. The firm manages approximately $45 million in assets and employs a combination of fundamental, technical, quantitative, and sector analysis to construct and monitor individualized portfolios. It also offers employer retirement-plan consulting and corporate services, including tax and corporate-structure advice.

Options & derivatives strategies Real estate investing
user avatar

John F

Series 63, Series 65

Bridgton, ME

Brookstone Capital Management LLC

John Fontana Jr. is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Western Maine Retirement Solutions since 2005. Outside of his advisory role, he is also a musician. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired

Eric T

Series 63, Series 66

South Paris, ME

Edward Jones

Eric Tierno is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones during multiple periods, as well as at Measured Wealth Private Client Group, LLC, Sugar River Bank/LPL Financial, LLC, FlowBelow, and Avidyne. Outside of his advisory role, he is president and a part-owner of TGAAP INC, a corporate entity holding an aircraft jointly owned with a business partner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Business ownership considerations Family Business Military & Veterans
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Lucas J

Series 66

Bridgton, ME

Edward Jones

Lucas Jordan is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, along with a variety of roles outside the financial sector, including positions in retail and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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