Advisor at key Investment Services LLC
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Firm
key Investment Services LLC
Location
Arlington, WA 98223
Credentials
Series 63, Series 66
Industry experience
7 years
Lawrence Meditz is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at KeyBank, Northwestern Mutual, and J.P. Morgan Securities. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and uses affiliated bank-developed models as part of its investment approach.
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.
17311 Smokey Point Dr
Arlington, WA 98223
Washington
Key Investment Services
2023 - Present (3 years)
Key Investment Services
2022 - 2023 (1 year)
KeyBank
2022 - 2023 (1 year)
Northwestern Mutual Wealth Management Company
2022 - 2022 (1 year)
Northwestern Mutual Life Insurance Company
2021 - 2022 (1 year)
Northwestern Mutual Investment Services LLC
2021 - 2022 (1 year)
Unemployed
2020 - 2021 (1 year)
J.P. Morgan Securities
2018 - 2020 (2 years)
JPMorgan Chase BAnk, N.A.
2014 - 2020 (6 years)
JPMorgan Chase
2014 - 2020 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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 66
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Series 63, Series 65
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CFP®, Series 65
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CFP®, CFA®, Series 63, Series 65
Everett, WA
Viceroy Investment Advisors LLC
CFP®, Series 65
Langley, WA
Quantum Financial Planning LLC
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