Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Elizabeth D
Series 66
Carmel, IN
Key Investment Services LLC
Elizabeth Davis is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Key Investment Services LLC and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Prior to her advisory roles, she spent 14 years in online sales. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.
Brian K
Series 65, Series 63
Carmel, IN
Key Investment Services LLC
Brian Kornelis is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Northwestern Mutual and KeyBank, and he has experience working with Bethel Christian Reformed Church and the International Christian School of Vienna. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and performing regular due diligence and oversight.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters