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Brian K

Series 63, Series 66

Fishers, IN

Key Investment Services LLC

Brian Kincanon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked within the KeyBank and Key Investment Services organizations since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection and provides monitoring, due diligence, and access to third-party discretionary managers.

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