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KEY FINANCIAL, INC.

WEST CHESTER, PA · CRD 116240 · IAPD ↗ · keyfinancialinc.com · 610-429-9050

$2.84BRegulatory AUM
10Advisory reps
36Employees
21Clients
More than 500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — KEY FINANCIAL, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.