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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-31 |
Branch Locations
27 Spectrum Loop, Colorado Springs, CO 80921 • 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 |
|---|---|---|---|---|
| Wells Fargo, N.A | Colorado Springs | CO | 04/2023 | 04/2025 |
| Dish | Colorado Springs | CO | 05/2022 | 12/2022 |
| Bank Of America | Sandy | UT | 03/2021 | 04/2022 |
| Bank Of America | Chandler | AK | 09/2018 | 03/2021 |
| Dish Network | Chandler | AZ | 05/2015 | 09/2018 |
| Looking For Work | Colorado Springs | CO | 12/2022 | 03/2023 |
| Interviewing With New Employers | Colorado Springs | CO | 04/2025 | 06/2025 |
| Thrivent Investment Management Inc | Greenwood Village | CO | 06/2025 | 06/2026 |
| Thrivent Financial | Appleton | WI | 08/2025 | 01/2026 |
| Thrivent Financial | Appleton | WI | 01/2026 | 06/2026 |
| Key Investment Services | Brooklyn | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-26 |
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