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Noah Hubele

Advisor at Key Investment Services LLc — Lebanon, OR

Updated today

Credentials

Series 66

Experience

2 years

Location

Lebanon, OR 97355

Key Investment Services LLc logo

Key Investment Services LLc

Enterprise

Total advisors

641

Across 353 offices

Clients per advisor

54 Typical

Avg AUM per client

$254,267 Low

HNW client ratio

3% Low

About

Noah Hubele is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he worked at Ameriprise and has held various positions including roles at Dutch Brothers Coffee and Oregon State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliated banking and capital markets services.

Client services

Based on Key Investment Services LLc

Portfolio management Selection of other advisers

Expertise

Based on Key Investment Services LLc

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)

Other

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.

Location

See office

Lebanon, OR

95 E Sherman

Lebanon OR 97355

Advisors at this office

1

Most active in

Oregon

Work history

2 years of industry experience

Key Investment Services

2026 - Present • 1 year

Brooklyn, OH

Ameriprise

2024 - 2026 • 2 years

Corvallis, OR

Dutch Brothers Coffee

2023 - 2024 • 1 year

Albany, OR

Oregon State University

2022 - 2025 • 3 years

Corvallis, OR

Clodfelters Public House

2022 - 2023 • 1 year

Corvallis, OR

Dutch Brothers Coffee

2020 - 2022 • 2 years

Albany, OR

Oregon State University

2018 - 2020 • 2 years

Corvallis, OR

Santiam Christian High School

2014 - 2018 • 4 years

Adair Village, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrea J Y

Series 66

Sweet Home, OR

Edward Jones

Andrea Yoder is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Stacey D Mealer, Attorney, for four years and was also affiliated with Edward Jones from 2016 to 2024. Andrea holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Scott H

Series 65

Albany, OR

Aumakua Capital Management LLC

Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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Jonathan L

CFA®

Albany, OR

Aumakua Capital Management LLC

Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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William K

Series 63, Series 66

Albany, OR

American Independent Securities Group, LLC

William Keith is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with American Independent Securities Group since 2016. Outside of his advisory role, he owns and operates Keith Wealth Advisors, a securities and insurance business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Options & derivatives strategies
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Travis M

Series 63, Series 65

Albany, OR

Key Investment Services LLc

Travis May is a financial advisor with Key Investment Services LLC in Albany, OR, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Corporate Trust, and Wells Fargo Bank. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and maintaining supervisory oversight of its programs.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Joel K

Series 66, Series 63

Albany, OR

Empower Advisory Group

Joel Kennedy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edelman Financial Engines, LLC, Marx Productions, LLC, and Video Tech Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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