Susan Ann Chipps

Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 02/2023
  J.P. Morgan Securities Llc
  Fort Wayne, IN
• 03/2023 → 08/2023
  Cx Institutional, Llc
  Fort Wayne, IN
• 08/2023 → 01/2024
  Homemaker
  Fort Wayne, IN
• 02/2024 → 07/2024
  Lpl Financial
  Fort Wayne, IN
• 07/2024 → Present
  Key Investment Services, Llc
  Brooklyn, OH

Previous Registrations

• 2024-02-29 → 2024-07-26
  Lpl Financial Llc
  Fort Wayne, IN
  Fort Wayne, IN
  San Diego, CA
• 2023-04-05 → 2023-09-20
  Cx Institutional, Llc
  Auburn, IN
• 2012-10-01 → 2023-02-28
  J.P. Morgan Securities Llc
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Muncie, IN
  South Bend, IN
  Elkhart, IN
  Elkhart, IN
  Goshen, IN
  Goshen, IN
  Richmond, IN
  Fort Wayne, IN
  South Bend, IN
  Kendallville, IN
  Fort Wayne, IN
  Muncie, IN
  Muncie, IN
  Richmond, IN
  Fort Wayne, IN
  New Haven, IN
  Elkhart, IN
  Fort Wayne, IN
  Elkhart, IN
  Muncie, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Yorktown, IN
  Fort Wayne, IN
  Elkhart, IN
  Nappanee, IN
  Fort Wayne, IN
  Bristol, IN
  Muncie, IN
  Fort Wayne, IN
  Columbia City, IN
  Fort Wayne, IN
  Richmond, IN
  Goshen, IN
  Mishawaka, IN
  Elkhart, IN
  Richmond, IN
  Fort Wayne, IN
  Indianapolis, IN
  Greenfield, IN
  Noblesville, IN
  Fishers, IN
  Indianapolis, IN
  Indianapolis, IN
  Stevensville, MI
  Portage, MI
  Bridgman, MI
  Benton Harbor, MI
  Battle Creek, MI
  St. Joseph, MI
  Kalamazoo, MI
  Benton Harbor, MI
  Louisville, KY
  Bowling Green, KY
  Elizabethtown, KY
  Elizabethtown, KY
  Radcliff, KY
  Owensboro, KY
  Owensboro, KY
  Owensboro, KY
  Jeffersonville, IN
  Charlestown, IN
  Clarksville, IN
  Clarksville, IN
  Floyds Knobs, IN
  Sellersburg, IN
  Jeffersonville, IN
  Corydon, IN
  Scottsburg, IN
  New Albany, IN
  Jeffersonville, IN
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Jeffersontown, KY
  Louisville, KY
  Owensboro, KY
  New Salisbury, IN
  Louisville, KY
  Louisville, KY
  Louisville, KY
  New Albany, IN
  Louisville, KY
  Bowling Green, KY
  Elizabethtown, KY
  Elizabethtown, KY
  Radcliff, KY
  Owensboro, KY
  Owensboro, KY
  Owensboro, KY
  Jeffersonville, IN
  Charlestown, IN
  Clarksville, IN
  Clarksville, IN
  Floyds Knobs, IN
  Sellersburg, IN
  Jeffersonville, IN
  Corydon, IN
  Scottsburg, IN
  New Albany, IN
  Jeffersonville, IN
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Jeffersontown, KY
  Louisville, KY
  Owensboro, KY
  New Salisbury, IN
  Louisville, KY
  Louisville, KY
  Louisville, KY
  New Albany, IN
  Indianapolis, IN
  Avon, IN
  Brownsburg, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Plainfield, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Avon, IN
  Brownsburg, IN
  Bloomington, IN
  Bloomington, IN
  Bloomington, IN
  Bedford, IN
  Mooresville, IN
  Indianapolis, IN
  Bloomington, IN
  Zionsville, IN
  Indianapolis, IN
  Indianapolis, IN
  West Lafayette, IN
  Lafayette, IN
  Lafayette, IN
  Lafayette, IN
  West Lafayette, IN
  Crawfordsville, IN
  Lafayette, IN
  Louisville, KY
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Bloomington, IN
  Indianapolis, IN
  Brownsburg, IN
  Indianapolis, IN
  Brownsburg, IN
  Lafayette, IN
  Lafayette, IN
  Indianapolis, IN
  Zionsville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Bloomington, IN
  Bloomington, IN
  West Lafayette, IN
  Indianapolis, IN
  Avon, IN
  Plainfield, IN
  Indianapolis, IN
  Bedford, IN
  Crawfordsville, IN
  Indianapolis, IN
  Lafayette, IN
  West Lafayette, IN
  Bloomington, IN
  Greenwood, IN
  Avon, IN
  Mooresville, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  New York, NY
  Wheaton, IL
  Fort Wayne, IN
• 2006-12-07 → 2012-10-01
  Chase Investment Services Corp.
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN

Other Businesses

FORT WAYNE CIVIC THEATRE- POSITION: null NATURE: They do plays in the community. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024. ADDRESS: 1940 Bluffton Road, Fort Wayne IN 46809, United States. DESCRIPTION: I am on the board for the non profit - I also help with executive committee for the board which includes review salaries and other financial information. We have 2 outside investment accounts for the endowment that are reviewed quarterly as well. UNIVERSITY OF SAINT FRANCES- POSITION: null NATURE: Adjunct for the university INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2026 ADDRESS: 2701 Spring Street, Fort Wayne IN 46808, United States. DESCRIPTION: Teach classes for the university via remote PEACH AND PEARL BOUTIQUE, LLC: POSITION: null NATURE: It is an online and mobile clothing store that my daughter, Rachel Jennings is the majority owner. It will sell clothing and jewelry. The jewelry is handmade by Rachel. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2026. ADDRESS: 3113 S 300 E, Albion IN 46701, United States. DESCRIPTION: i am helping fund the business venture and will help work the pop up markets when necessary. I will also help with the business paperwork on the back end like inventory and systems

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-06
• S63 Uniform Securities Agent State Law Examination
  2003-05-08

Other Names

• Susan Ann Reiber
• Susan Ann Chipps
• Susan Chipps