Keith Richard Witkowski
CFP®Professional Summary
Keith Richard Witkowski, CFP® is a registered financial advisor currently at PEAK WEALTH SOLUTIONS located in Pepper Pike, Ohio. Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Keith has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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KEY INVESTMENT SERVICES LLC
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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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KEY INVESTMENT SERVICES LLC
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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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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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KEY INVESTMENT SERVICES LLC
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Current Firm
D.B.A HILL & ASSOCIATES | PEAK WEALTH SOLUTIONS, INC. | PEAK WEALTH SOLUTIONS | J.R. HILL & ASSOCIATES, INC. | HILL FINANCIAL GROUP | HILL & ASSOCIATES
Contact Information
Main Address
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124Phone Number
(216) 370-7887# of Employees
10SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,192AUM (Assets Under Management)
$911,579,977Similar Advisors
KEY INVESTMENT SERVICES LLC
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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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KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
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Primary Firm SEC Registration
D.B.A HILL & ASSOCIATES | PEAK WEALTH SOLUTIONS, INC. | PEAK WEALTH SOLUTIONS | J.R. HILL & ASSOCIATES, INC. | HILL FINANCIAL GROUP | HILL & ASSOCIATES
State Registrations and Notice Filings
(3/28/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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KEY INVESTMENT SERVICES LLC
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CRS (Client Relationship Summary) - RIA
Click below to view Keith Richard Witkowski's CRS (Customer Relationship Summary).
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KEY INVESTMENT SERVICES LLC
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