Megan E Sloma
Investment Adviser Representative at KEY Investment Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Megan E. Sloma is an investment adviser representative with KEY Investment Services LLC in South Bend, IN, where they have been registered since 2026. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Cetera Investment Advisers LLC and Fifth Third Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
1 state or territory
Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fifth Third BANKMar 2012 – Oct 2021Mishawaka, IN
- Fifth Third SecuritiesFeb 2016 – Oct 2021Mishawaka, IN
- Securian Financial Services IncJan 2022 – Aug 2023St Paul, MN
- Securian Financial Services IncOct 2021 – Dec 2021St Paul, MN
- Cetera Wealth Services, LLCAug 2023 – May 2026South Bend, IN
- Cetera Investment Advisers LLCSep 2023 – May 2026Schaumburg, IL
- Healy FinancialOct 2021 – May 2026South Bend, IN
- Key Investments Services, LLCJun 2026 – no end date reportedBrooklyn, OH
- KeyBankJun 2026 – no end date reportedSouth Bend, IN
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
Client types the firm serves
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 profileOther advisors at KEY Investment Services LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Megan E Sloma 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.
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