Bryn Malagon
Advisor at Key Investment Services LLC — Syracuse, IN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Syracuse, IN 46567
Key Investment Services LLC
Enterprise
Bryn Malagon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Key Investment Services, Bryn worked at Northwestern Mutual in various roles from 2016 to 2018. Outside of finance, Bryn serves as a Zumba instructor at the Kosciusko Community YMCA. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals, utilizing a multi-provider model with both discretionary and non-discretionary services.
Based on Key Investment Services LLC
Based on Key Investment Services LLC
Based on Key Investment Services LLC
$0 - $1,000,000: 1.40% annually $1,000,001+: 1.00% annually
Account minimum: $10,000 for most Core Programs (varies by program); $50,000 minimum for SMA Programs; $20,000 minimum for Choice Program (varies by manager $10k-$100k); $250,000 minimum for Advantage Program (varies by manager $10k-$100k); specific minimums per program ranging from $10,000 to $25,000 as detailed in Item 5 Fee-only: Advisor Fee portion of Client Fee is negotiable but will not exceed maximum annual rates above. Manager Fee and Platform Fee are additional and non-negotiable.
Syracuse, IN
816 S Huntington
Syracuse IN 46567
Advisors at this office
1
Indiana
12 years of industry experience
Key Investment Services LLC
2022 - Present • 4 years
Brooklyn, OH
Key Investment Services, LLC
2018 - 2022 • 4 years
Indianapolis, IN
Northwestern Mutual Wealth Management Company
2016 - 2018 • 2 years
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2016 - 2018 • 2 years
Mishawaka, IN
Northwestern Mutual Life Insurance Company
2016 - 2018 • 2 years
Milwaukee, WI
Kosclusko Community YMCA
2014 - Present • 12 years
Warsaw, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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