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Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-01-23
  • IN RA
    APPROVED
    Since 2025-01-23

Branch Locations

Indianapolis, IN • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Indianapolis IN 07/2021 01/2025
Himested Improvements Fountaintown IN 07/2020 07/2021
Jk Construction Indianapolis IN 09/2017 07/2020
National Filter Sales Greenwood IN 06/2016 09/2017
Key Investment Services Llc Brooklyn OH 01/2025 Present
  • 07/2021 → 01/2025
    Pnc Investments
    Indianapolis, IN
  • 07/2020 → 07/2021
    Himested Improvements
    Fountaintown, IN
  • 09/2017 → 07/2020
    Jk Construction
    Indianapolis, IN
  • 06/2016 → 09/2017
    National Filter Sales
    Greenwood, IN
  • 01/2025 → Present
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-22
S63 Uniform Securities Agent State Law Examination 2022-04-15
  • S66 Uniform Combined State Law Examination
    2024-02-22
  • S63 Uniform Securities Agent State Law Examination
    2022-04-15

View on SEC IAPD

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