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CFP

Michael Buroker

Key Investment Services LLC
26 Years of Experience
Brooklyn, OH
Broker
View SEC Summary
View SEC Summary

Michael Buroker is a CFP-designated registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 26 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 34,920 clients with $8.9B in assets under management.

Key Investment Services LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
635 advisors
Number of Clients
34,920 clients
Average Client Portfolio
$254K average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$1M+1.00%

The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4900 Tiedeman Road, Brooklyn, OH, 44144

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Key Investment Services LLC
June 2022 - Present · 4 yrs 4 mos
Key Investment Services LLCBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
March 2017 - May 2022 · 5 yrs 2 mos
Schwab Private Client Investment Advisory, INC.
March 2017 - May 2022 · 5 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2013 - March 2017 · 4 yrs 1 mo
Advice and Planning Services
February 2013 - March 2017 · 4 yrs 1 mo
Hufford Financial Advisors, LLC
April 2011 - November 2011 · 7 mos
State Farm Investment Management CORP.
July 2008 - December 2008 · 5 mos
State Farm Vp Management CORP.Broker
April 2005 - April 2011 · 6 yrs
MML Investors Services, INC.
January 2003 - February 2005 · 2 yrs 1 mo
MML Investors Services, INC.Broker
January 2003 - February 2005 · 2 yrs 1 mo
UBS Painewebber INC.
January 1999 - January 2003 · 4 yrs
UBS Painewebber INC.Broker
October 1998 - January 2003 · 4 yrs 3 mos
State Registrations1 state
IN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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