Andrew Scott Lewis
Advisor at Key Investment Services LLc — Warsaw, IN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Warsaw, IN 46580
Key Investment Services LLc
Enterprise
Andrew Lewis is a financial advisor with Key Investment Services LLC in Warsaw, Indiana. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 21 years with Key Investment Services. Outside of his advisory role, he serves as Assistant Tennis Coach at Grace College and is President of the Warsaw Community Tennis Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a focus on due diligence and supervisory oversight.
Based on Key Investment Services LLc
Based on Key Investment Services LLc
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
Warsaw, IN
119 East Center Street
Warsaw IN 46580
Advisors at this office
2
Indiana
33 years of industry experience
Key Investment Services LLC
2005 - Present • 21 years
Indianapolis, IN
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Is active or affiliated with:
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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