Diane L Krainik

CFP

Key Financial, INC.

3 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Key Financial, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

2,155 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

1045A Andrew Drive, West Chester, PA, 19380

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Key Financial, INC.

April 2022 - Present · 3 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.