Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Travis B

Series 63, Series 66

Beaverton, OR

Key Investment Services LLC

Travis Brown is a financial advisor with Key Investment Services LLC in Beaverton, OR, holding Series 63 and Series 66 registrations and 11 years of industry experience. He previously worked at KeyBank for six years before joining Key Investment Services, where he has been since 2015. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients, offering a range of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by due diligence and oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Danielle D

Series 63, Series 66

Beaverton, OR

Key Investment Services LLC

Danielle Dark is a financial advisor with Key Investment Services LLC in Beaverton, Oregon. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to her current role, she worked at Key Bank from 2016 to 2021. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, including wrap-fee and separately managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and access to third-party discretionary managers.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")