Samuel Frederick Niesslein

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

• 02/2015 → 01/2020
  Cuso Financial Services, L.P.
  San Diego, CA
• 02/2015 → 01/2020
  Oregon State Credit Union
  Corvallis, OR
• 01/2020 → 03/2020
  Unemployed
  Albany, OR
• 03/2020 → 03/2024
  Edward Jones
  Corvallis, OR
• 03/2024 → Present
  Key Investment Services
  Lebanon, OR

Previous Registrations

• 2020-03-13 → 2024-03-11
  Edward Jones
  Corvallis, OR
  Philomath, OR
• 2015-02-18 → 2020-02-03
  Cuso Financial Services, L.P.
  Corvallis, OR
  Albany, OR
  Lebanon, OR
  Albany, OR
  Newport, OR
  Philomath, OR
• 2008-06-23 → 2015-02-20
  Wells Fargo Clearing Services, Llc
  Corvallis, OR
• 2005-08-25 → 2008-06-26
  Rbc Capital Markets, Llc
  Corvallis, OR
  Corvallis, OR

Exams

• S66 Uniform Combined State Law Examination
  2005-08-24
• S63 Uniform Securities Agent State Law Examination
  2004-04-26

Other Names

• Samuel Frederick Niesslein
• Sam F Niesslein
• Samuel Frederick Niesslein