Brad M Wilk
Investment adviser representative at Key Investment Services LLC
11 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Key Investment Services LLCMar 2025 to now
- Bkg3, LLCMay 2022 to now
- JP Morgan Chase Bank, N.A.Jun 2024 to Mar 2025
- JP Morgan Securities LLCJun 2024 to Mar 2025
- J.P Morgan Securities LLCMar 2015 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Key Investment Services LLC
$8.9BAssets managed
34,920Clients
643Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5372431
- Firm CRD
- 136300