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Kristina S

Series 66

Anchorage, AK

Key Investment Services LLC

Kristina Simpson is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, Baird, and Wells Fargo Advisors. Outside of her advisory role, she manages multiple residential rental properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection, ongoing monitoring, and access to third-party discretionary managers, supported by a structured product due diligence and supervisory framework.

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

Series 63, Series 66

Anchorage, AK

Key Investment Services LLC

John Hanna is a financial advisor with Key Investment Services LLC in Anchorage, AK, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include seven years at Merrill and positions at Charles Schwab and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

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