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Maximilian Turner

Investment Adviser Representative at KEY Investment Services LLC

Highland Heights, OHCRD #7953515Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Maximilian Turner is an investment adviser representative with KEY Investment Services LLC in Highland Heights, OH, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.

Office

787 Alpha Drive
Highland Heights, OH 44143

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
17 states and territories

Arizona, California, Florida, Indiana, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/27/2024
Series 7
General Securities Representative Examination
Passed 10/5/2024
SIE
Securities Industry Essentials Examination
Passed 7/5/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

KEY Investment Services LLCCurrent
10/7/2024 – Highland Heights, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Key Investment Services, LLC
    Jul 2024 – Nov 2024Brooklyn, OH
  2. Sureshine Marine Detailing
    Apr 2023 – Jun 2024Cleveland Ohio, OH
  3. John Carroll Recreation Department
    Aug 2022 – Apr 2023University Heights, OH
  4. Breithorn Accounting
    May 2022 – Aug 2022Cleveland, OH
  5. Uneumployed
    Aug 2021 – May 2022University Heights, OH
  6. Turfscape
    Apr 2021 – Aug 2021Twinsburg, OH
  7. Product Forwarding
    Jan 2021 – Apr 2021Toledo, OH
  8. Unemployed
    Aug 2020 – Dec 2020University Heights, OH
  9. BAR 145
    Apr 2020 – Aug 2020Toledo, OH
  10. Unemployed
    Jan 2013 – Aug 2020Toledo, OH
  11. Key Investment Services, LLC
    Nov 2024 – May 2025Brooklyn, OH
  12. Key Investment Services, LLC
    May 2025 – no end date reportedBrooklyn, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About KEY Investment Services LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
638
Offices listed on AdvisorFinder:
15
Main office:
Brooklyn, OH
SEC file number:
801-65060

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 30, 2026

View full firm profile

Other advisors at KEY Investment Services LLC

Showing 12 of 638 in the directory

View KEY Investment Services LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maximilian Turner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Maximilian Turner (KEY Investment Services) | AdvisorFinder