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Michael Joseph Sheldon

Key Investment Services LLC

Avon, IN

Brooklyn, OH

CRD 7706205

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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:

Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-01-21
  • IN RA
    APPROVED
    Since 2025-01-21

Branch Locations

9192 E Us Highway 36, Avon, IN 46123 • 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
Full-Time Education Algonquin IL 04/2013 07/2019
Kroger Dawsonville GA 08/2019 05/2020
Amazon Grapevine TX 05/2020 08/2020
Best Buy League City TX 10/2020 01/2021
Chase Bank Lake Mary FL 03/2021 01/2023
Charles Schwab & Co., Inc. Indianapolis IN 04/2023 04/2024
Securities America, Inc. Indianapolis IN 04/2024 06/2024
Osaic Wealth, Inc. Indianapolis IN 06/2024 07/2024
Unemployment Services Brownsburg IN 07/2024 12/2024
Key Investment Services, Llc Brooklyn OH 12/2024 01/2025
Key Investment Services, Llc Brooklyn OH 01/2025 Present
  • 04/2013 → 07/2019
    Full-Time Education
    Algonquin, IL
  • 08/2019 → 05/2020
    Kroger
    Dawsonville, GA
  • 05/2020 → 08/2020
    Amazon
    Grapevine, TX
  • 10/2020 → 01/2021
    Best Buy
    League City, TX
  • 03/2021 → 01/2023
    Chase Bank
    Lake Mary, FL
  • 04/2023 → 04/2024
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 04/2024 → 06/2024
    Securities America, Inc.
    Indianapolis, IN
  • 06/2024 → 07/2024
    Osaic Wealth, Inc.
    Indianapolis, IN
  • 07/2024 → 12/2024
    Unemployment Services
    Brownsburg, IN
  • 12/2024 → 01/2025
    Key Investment Services, Llc
    Brooklyn, OH
  • 01/2025 → Present
    Key Investment Services, Llc
    Brooklyn, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-20
S63 Uniform Securities Agent State Law Examination 2023-08-09
  • S65 Uniform Investment Adviser Law Examination
    2025-01-20
  • S63 Uniform Securities Agent State Law Examination
    2023-08-09

View on SEC IAPD

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