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David George Niggel

Key Wealth Partners, LLC

Lititz, PA

CRD 2165861

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Employer firm

Key Wealth Partners, LLC CRD 153231

$3.73M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Key Wealth Partners, Llc

Lititz, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-04-23
  • PA RA
    APPROVED
    Since 2010-04-23

Branch Locations

Lititz, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fluid Conditioning Products Lititz PA 12/2003 Present
Key Wealth Partners, Llc Lititz PA 02/2010 Present
Other Businesses

CFO OF FLUID CONDITIONING PRODUCTS (SINCE 12/2003), LITITZ, PA, NON-FINANCIAL RELATED, 30 HOURS PER MONTH.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-10-03
  • S63 Uniform Securities Agent State Law Examination
    1991-10-03
Designations
  • Chartered Financial Consultant
Other Names
  • David G Niggel

View on SEC IAPD

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