Joshua Wagner is a registered investment advisor at Key Investment Services LLC, based in Toledo, OH, with 11 years of industry experience. Joshua 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
5037 Suder Avenue, Toledo, OH, 43611
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Joshua is a member of the Defiance Area Chamber of Commerce, participating in networking events, and spends minimal time on this. He also keeps track of the budget for Defiance Christian Academy, dedicating a few hours per week.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Key Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Key Investment Services LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations4 states
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.