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Mark A Klein

Key Investment Services LLC

Pocatello, ID

Brooklyn, OH

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Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2017-08-11
  • ID RA
    APPROVED
    Since 2017-08-11

Branch Locations

910 Yellowstone Avenue, Pocatello, ID 83201 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • 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
Key Bank Idaho Falls ID 11/2009 04/2017
Key Investment Services Idaho Falls ID 04/2014 04/2017
Key Investment Services Idaho Falls ID 04/2017 Present
  • 11/2009 → 04/2017
    Key Bank
    Idaho Falls, ID
  • 04/2014 → 04/2017
    Key Investment Services
    Idaho Falls, ID
  • 04/2017 → Present
    Key Investment Services
    Idaho Falls, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-10
S63 Uniform Securities Agent State Law Examination 2015-05-28
  • S66 Uniform Combined State Law Examination
    2017-08-10
  • S63 Uniform Securities Agent State Law Examination
    2015-05-28

View on SEC IAPD

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Other Offices

MERIT FINANCIAL ADVISORS · Pocatello, ID
D.A. DAVIDSON & CO. · POCATELLO, ID
CETERA INVESTMENT ADVISERS LLC · POCATELLO, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Pocatello, ID
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · POCATELLO, ID
MATTERHORN FINANCIAL PLANNING · POCATELLO, ID
JORDAN WEALTH MANAGEMENT · POCATELLO, ID
OSAIC ADVISORY SERVICES, LLC · POCATELLO, ID

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