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Kip D Schoonover

KEYHOUSE ANALYTICS
Sarasota, FL
·CRD# 2172285·35 years experience

Professional Summary

Kip D Schoonover, who also goes by Kip Schoonover, is a registered financial advisor currently at KEYHOUSE ANALYTICS INC. located in Sarasota, Florida. Kip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kip has worked at 2 firms and has passed the Series 2 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kip Schoonover

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

35 years in the financial services industry

Current & Past Employments

KEYHOUSE ANALYTICS INC.·CRD# 292203
RIA
Sarasota, FL
February 19, 2019 - Present
KEYHOUSE ANALYTICS INC.·CRD# 292203
RIA
Sarasota, FL
July 18, 2018 - October 1, 2018
J. L. BAINBRIDGE & CO., INC.·CRD# 108058
RIA
Sarasota, FL
September 3, 1991 - April 4, 2017

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Current Firm

KA
KEYHOUSE ANALYTICS INC.

KEYHOUSE ANALYTICS | KEYHOUSE ANALYTICS INC.

CRD#: 292203 / SEC#: 801-112713
RIA
Registered Investment Advisory firm - SEC (10/1/2018 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/19/2019 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Sarasota, FL

Phone Number

(941) 735-0049

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

42

AUM (Assets Under Management)

$20,661,635

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 2 — Non-Member General Securities Examination

Passed Aug 1991

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CRS (Client Relationship Summary) - RIA

Click below to view Kip D Schoonover's CRS (Customer Relationship Summary).

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