Key Investment Services
42yrs
Top advisor by experience in Brooklyn
7yrs
Mathew Bound
Financial advisor at Key Investment Services
Mathew Bound is a fiduciary financial advisor in Brooklyn, Ohio, with 7 years in the industry. Mathew joined Key Investment Services in 2022, a firm offering investment management and selecting outside investment managers. Key Investment Services reports being paid through a percentage of assets.
One of 333 advisors with offices in Brooklyn, and one of 331 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office4900 Tiedeman Road, Brooklyn, OH 44144
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,267
Advisors at the firm640
States licensed ?1 state
Services through Key Investment Services
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowKey Investment Services LLCCurrent firm
Questions to ask Mathew
Tailored to Mathew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mathew
How do I contact Mathew?
Call Key Investment Services at (888) 547-2968 and ask for Mathew Bound. Mathew works from the Brooklyn, OH office.
How long has Mathew been a financial advisor?
Mathew has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Mathew hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mathew a fiduciary?
Mathew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mathew paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Mathew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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