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Melissa Anne Budak

Advisor at Key Investment Services LLc — Angola, IN

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Angola, IN 46703

Key Investment Services LLc logo

Key Investment Services LLc

Enterprise

Total advisors

641

Across 355 offices

Clients per advisor

54 Typical

Avg AUM per client

$254,267 Low

HNW client ratio

3% Low

About

Melissa Budak is a financial advisor with Key Investment Services LLC in Angola, Indiana, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked at KeyBank and has been with Key Investment Services in various capacities since 2015. Outside of her advisory work, Budak volunteers with Junior Achievement, teaching K-12 students programs focused on work readiness, entrepreneurship, and financial literacy. Key Investment Services LLC provides a range of investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

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

Angola, IN

1901 N. Wayne St.

Angola IN 46703

Advisors at this office

1

Most active in

Indiana

Work history

17 years of industry experience

Key Investment Services, LLC

2026 - Present • 1 year

Brooklyn, OH

Keybank

2017 - 2026 • 9 years

Angola, IN

Key Investment Services, LLC

2017 - 2026 • 9 years

Indianapolis, IN

key Investment Services LLC

2015 - 2017 • 2 years

Angola, IN

KEY BANK

2000 - 2017 • 17 years

Angola, 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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Kenneth E

Series 63, Series 65, Series 66

Fremont, IN

ValMark Advisers, Inc.

Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked at ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Outside of advisory activities, he serves on the Board of Trustees for Trine University and has involvement in venture capital investing through Katken Ventures, LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, integrating proprietary and third-party platforms for ongoing portfolio monitoring and client reporting.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Micah M

Series 66

Angola, IN

Edward Jones

Micah Mc Coy is a financial advisor at Edward Jones in Angola, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Micah worked at Farmers State Bank and Midsolv, and also owned a detailing business called Real McCoy Detailing. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies under a fiduciary standard and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Adam S

CFP®, ChFC®, Series 63, Series 65

Angola, IN

Cambridge Investment Research Advisors

Adam Smith is a CFP® and ChFC® with 25 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at Raymond James Financial Services and F&M Bank. He is also an independent insurance agent associated with Trilogy Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management options and access to both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Lori O

Series 63, Series 66

Angola, IN

Edward Jones

Lori Olson is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2010 and holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a consultant for Mary Kay beauty products and Usborne Books, using these affiliations to support local school and daycare donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

Rhonda H

CFP®, Series 63

Angola, IN

Edward Jones

Rhonda Hanson is a CFP® certificant with 28 years of experience in the financial services industry, all of which have been with Edward D. Jones & Co., L.P. She is based in Angola, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Bridget M

Series 63, Series 65

Angola, IN

LPL Financial

Bridget Mcdermott is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include extensive tenure at Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, she is involved in tax preparation and accounting through Village Tax & Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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