Key Investment Services
42yrs
Top advisor by experience in Brooklyn
11yrs
Brian Weigel is a fiduciary financial advisor in Brooklyn, Ohio, with 11 years in the industry. After a year at Citizens Securities, Brian joined Key Investment Services in 2019, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 333 advisors with offices in Brooklyn, and one of 331 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 53% of advisors in Brooklyn
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
- 2019 – nowKey Investment Services LLCCurrent firm
- Jan 2016 – Mar 2017Citizens Securities, Inc.Previously
Contact Brian
(888) 547-2968Key Investment Services main office 4900 Tiedeman RoadBrooklyn, OH 44144Office · Get directions Firm websitewww.key.com/kpb/our-approach/kis.html
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Questions to ask Brian
Tailored to Brian’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
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About Brian
How do I contact Brian?
Call Key Investment Services at (888) 547-2968 and ask for Brian Weigel. Brian works from the Brooklyn, OH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2015, about 11 years. More experience than 53% of advisors in Brooklyn.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Brian 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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