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Key Investment Services LLC CRD 136300
$8.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-25 |
Branch Locations
180 Telegraph Rd., Bellingham, WA 98226 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bellingham | WA | 07/2020 | 09/2020 |
| Heating Green | Bellingham | WA | 03/2020 | 07/2020 |
| Cornwall Church | Bellingham | WA | 06/2015 | 02/2020 |
| Thrivent Investment Management Inc | Ferndale | WA | 09/2020 | 04/2024 |
| Thrivent Financial | Appleton | WI | 11/2020 | 04/2021 |
| Thrivent Financial | Appleton | WI | 04/2021 | 04/2024 |
| Key Investment Services, Llc | Bellingham | WA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-15 |
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