PL
Perry Laulu
KEY INVESTMENT SERVICES
Park City, UT 84068
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CRD#: 6627925
PL
Perry LauluKEY INVESTMENT SERVICES
Professional summary
Perry Laulu, who also goes by Perry L Laulu, Perry Lafoga Laulu, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Park City, Utah.
Perry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Perry has worked at 4 firms and has passed the Series 65, Series 63, Series 7, SIE and Series 6 exams.
Aliases
Perry L Laulu | Perry Lafoga Laulu
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.
Entity Name: 15224 Cutlass Ct LLC, Investment related: No, Address: Bluffdale, UT and Private Residence, Nature of the other business: Real Estate, Position/Title/Relationship: Owner/Partner, Start Date: 03/06/2025, Approximate # of hours a week: 0-10, Approximate # of hours during securities trading hours: 0, Briefly describe your duties: This business owns a residential, single family, long term rental property. My wife and I own this business. I help out with Maintenance on the property. Entity Name: Emerald Consulting LLC, Investment related: No, Address: Private Residence and PO Box 103, South Jordan, UT 84095, Nature of the other business: Event Services, Position/Title/Relationship: Owner/Partner, Start Date: 03/06/2025, Approximate # of hours a week: 0-10, Approximate # of hours during securities trading hours: 0, Briefly describe your duties: This business helps with Event Planning and Consulting. Events can be birthday parties, anniversaries, corporate events, etc. My wife and I are owners of this business. My wife runs this business and I usually help with set up and take down of the events. Entity Name: Laulu Adventures, Investment related: No, Address: Private Residence, Nature of the other business: Trailer Rentals, Position/Title/Relationship: Owner/Partner, Start Date: 01/01/2023 Approximate # of hours a week: 0-10, Approximate # of hours during securities trading hours: 0, Briefly describe your duties: RV Bumper pull Trailer Rentals. Schedule pick up and drop off of rented trailers. Walt through trailers with clients before and after rental. Entity Name: Ivory Employee Leasing Corp, Investment related: No Address: 978 E Woodoak Ln, Murray, UT 84117, Nature of the other business: Directional Sign Placement, Position/Title/Relationship: Employee/Contractor, Start Date: 03/15/2023, Approximate # of hours a week: 0-10, Approximate # of hours during securities trading hours: 0, Briefly describe your duties: Antique Car delivery, directional sign placement. Deliver cars to model homes when needed, put out directional signs leading traffic to model homes for special events. LAULU ADVENTURES LLC, POSITION: null NATURE: This is a RV bumper pull rental business. Business rents RV Camper Trailers to clients and is compensated for providing the rental. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023, ADDRESS: 2763 W Urban Ridge Rd, South Jordan UT 84095, United States DESCRIPTION: I meet with renters and show them how the trailer works. Make sure they have everything hooked up to the vehicle correctly. IVORY EMPLOYEE LEASING CORP, POSITION: null NATURE: Ivory is a home builder. They have model homes that are in different communities that are open for potential buyers to view. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2023, ADDRESS: 978 E Woodoak Lane, Murray UT 84117, United States DESCRIPTION: Antique Car delivery, directional sign placement. Deliver cars to model homes when needed for events, put out directional signs leading traffic to model homes for special events. EMERALD CONSULTING LLC, POSITION: null NATURE: Myself and my wife are members of the business. My wife is an event planner and consultant. Business helps with consulting around events and helps plan them and then will be present at the event to make sure everything runs smoothly. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2025, ADDRESS: 2763 W Urban Ridge Rd, South Jordan UT 84095, United States, DESCRIPTION: I help with creating invoices and sending the invoices to clients. 15224 CUTLASS CT LLC, POSITION: null NATURE: This is a rental property that is leased out as a long-term rental. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025, ADDRESS: 15224 S Cutlass Ct, Bluffdale UT 84065, United States, DESCRIPTION: I will help with any issues/fixes that arise with the rental.
CRS (Client Relationship Summary) - RIA
Click below to view Perry Laulu's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Perry Laulu's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 4, 2025 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 1555 Snow Creek Dr, Park City, UT 84068RIA
BD
CRD#: 136300
Park City, UT
Current
December 4, 2025 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 1555 Snow Creek Dr, Park City, UT 84068RIA
BD
CRD#: 136300
Park City, UT
Past
June 13, 2024 - November 30, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SARATOGA SPRINGS, UT
Past
June 13, 2024 - November 30, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SARATOGA SPRINGS, UT
Past
November 1, 2022 - June 25, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SALT LAKE CITY, UT
Past
October 11, 2022 - June 25, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SALT LAKE CITY, UT
Past
October 6, 2021 - August 29, 2022
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SALT LAKE CITY, UT
Past
April 11, 2016 - October 9, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Riverton, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Utah(12/4/2025)
IAR
Utah(12/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Mailing Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Phone number
(888) 547-2968
Established
Ohio since 06/08/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,131
SEC notice filing (44 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEYBANC CAPITAL MARKETS INC. | SOLE OWNER | 566 |
| CALABRESE, GIUSEPPE NMN | CO-CEO/PRESIDENT | 5013231 |
| DOUCE, MARK IVAN | CHIEF COMPLIANCE OFFICER | 2959137 |
| GULLA, MATTHEW TODD | CHIEF ADMINISTRATIVE OFFICER | 3040637 |
| HOTZ, BURTON BRUCE NICHOLAS | CHIEF RISK OFFICER | 3025138 |
| JANOFSKY, PAULA MARIE | OPERATIONS OFFICER | 2882776 |
| KOVACHICK, MARK ALLAN | CHIEF FINANCIAL OFFICER/DIRECTOR | 5390571 |
| SCHMIDT, SOLOMON LEE | CO-CEO/PRESIDENT | 4404279 |
| SKARDA, JOSEPH BRIEL | HEAD OF KEY WEALTH MANAGEMENT | 4288186 |
| THEBERGE, JONATHAN MARC | CHIEF OPERATIONS OFFICER | 7722891 |
| WEICK, PAUL ALFRED II | CHIEF LEGAL OFFICER | 2286289 |
Regulatory assets under management
| Total Number of Accounts | 27,533 |
| AUM (Assets Under Management) | $ 6,107,213,206 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KEY INVESTMENT SERVICES LLC
CRD#: 136300Park City, UT 84068TRUST BUT VERIFY
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