Cheryl Himmel
Cheryl Himmel is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 25 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (1)
Financial
January 2026Other Business Activities
Cheryl works as a sales associate at Old Navy and a style consultant at Target, dedicating about half of her time to these retail positions. These activities are not investment-related.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Mcdonald Investments INC.Broker
State Registrations1 state
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.