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Bryn Malagon

Advisor at Key Investment Services LLc — Syracuse, IN

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

Syracuse, IN 46567

Key Investment Services LLc logo

Key Investment Services LLc

Enterprise

Total advisors

641

Across 353 offices

Clients per advisor

54 Typical

Avg AUM per client

$254,267 Low

HNW client ratio

3% Low

About

Bryn Malagon is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual from 2016 to 2018. Outside of his advisory work, he teaches Zumba classes at the Kosciusko Community YMCA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account options. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Client services

Based on Key Investment Services LLc

Portfolio management Selection of other advisers

Expertise

Based on Key Investment Services LLc

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)

Other

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.

Location

See office

Syracuse, IN

816 S Huntington

Syracuse IN 46567

Advisors at this office

1

Most active in

Indiana

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew R

CFP®, Series 63, Series 65

Syracuse, IN

Lakeland Investment Advisors, LLC.

Matthew Ringler is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Lakeland Investment Advisors, LLC. He has worked at Lakeland Investment Advisors since 2011 and has been associated with Harris Investor Services, Inc. since 2007. Ringler holds licenses to offer life insurance and fixed annuities in Indiana and Florida and acts as an independent contractor broker between clients and various companies. Lakeland Investment Advisors is an independent registered investment adviser providing discretionary investment management and fee-based financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a Modern Portfolio Theory approach, emphasizing low-cost ETFs, indexed mutual funds, and individual bonds, with a focus on keeping portfolio expenses below 0.50%.

Annuities Passive / index investing
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Douglas K

Series 63, Series 66

Syracuse, IN

Vector Financial Services, LLC

Douglas Kronk is a financial advisor at Vector Financial Services, LLC in Huntington, Indiana, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vector Financial Services since 2011. Vector Financial Services is a state-registered independent investment adviser serving individuals, businesses, charities, and small pension plans. The firm offers financial planning, discretionary portfolio management, Social Security claiming analysis, and single-subject consulting, using a generally conservative, low-turnover approach combined with model portfolios and fundamental analysis.

Social Security optimization General retirement planning Cash flow / budgeting

Aaron W

CFP®, CPA

Goshen, IN

Integrated Financial Planning Solutions, LLC

Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.

General tax planning Founder/Business Owner Gen X (Born 1965-1980)
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Jennifer R

CFP®, Series 63, Series 65

Goshen, IN

Hendershott Wealth Management, LLC

Jennifer Rupp is a CFP® with 17 years of industry experience, currently serving at Hendershott Wealth Management, LLC. Her prior experience includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. Outside of her advisory work, she is an independent consultant for Arbonne, a non-investment related business. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers tailored portfolio management, financial planning, and a financial coaching program, primarily using mutual funds, ETFs, and model portfolios with a non-discretionary approach requiring client approval for transactions.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Seth G

Series 66

Milford, IN

OneAscent Financial Services LLC

Seth Gerber is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisers' Pride, LPL Financial, and Strategence Capital. Prior to his advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other institutions through multiple advisory teams. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various overlay and automated programs.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Ryan A

CFP®, Series 63, Series 66

Syracuse, IN

Savvy

Ryan Austin is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Savvy. He previously worked for Bankers Life Advisory Services and Bankers Life Securities, INC., and he also holds a long-term position with Bankers Life & Casualty Co. Outside of his advisory work, he serves as a warden at All Saints Episcopal Church, overseeing facility maintenance. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based long-term investment strategies combined with active equity portfolios, tax-aware direct indexing, and integration of third-party fintech tools and sub-adviser strategies.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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