Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Key Investment Services LLC financial advisors in Oregon

Every SEC-registered investment adviser representative at a Key Investment Services LLC office in Oregon, by city and A to Z.

The short answer

14 registered advisors work at Key Investment Services LLC in Oregon, out of 583 nationwide; it's the firm's number 7 state by advisors, and the most are in Hillsboro (2). 0 list the CFP designation and 14 are also registered broker representatives.

Key Investment Services LLC advisors by city in Oregon

Every firm in Oregon →

Hillsboro 2Medford 2Albany 1Aloha 1Gresham 1Hood River 1King City 1Oak Grove 1Oregon City 1Portland 1Veneta 1

Key Investment Services LLC advisors in Oregon, A to Z

Search by name →

Key Investment Services LLC advisors in every state →Key Investment Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Key Investment Services LLC in other states

Ohio 345New York 96Washington 35Pennsylvania 23Indiana 17Connecticut 13Maine 12Colorado 7Idaho 6Utah 5Florida 3Michigan 3

Questions

How many Key Investment Services LLC financial advisors are in Oregon?

14 investment adviser representatives are registered at Key Investment Services LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 583 at the firm nationwide. 0 list the CFP designation and 14 are also registered as broker representatives.

Where in Oregon does Key Investment Services LLC have the most advisors?

Hillsboro, with 2, then Medford (2). Key Investment Services LLC has advisors in 11 cities in Oregon.

How do I check a Key Investment Services LLC advisor in Oregon?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Key Investment Services LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.