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Kevin H

Series 66

Lakewood, CO

Key Investment Services LLC

Kevin Hanian is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Key Investment Services since 2013. Outside of his advisory role, he is involved in managing rental properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with connections to third-party discretionary managers and integrated services through its affiliation with the KeyCorp group.

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

Series 63, Series 66

Lakewood, CO

Key Investment Services LLC

Kristy Lash is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes multiple roles at Key Investment Services spanning from 2015 to the present, as well as a position at Equity Services Inc and prior experience at Keybank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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

Series 66

Lakewood, CO

Key Investment Services LLC

William Buehler is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Key Investment Services since 2011. Outside of his advisory role, he is a small minority investor in Balance Beer Company, a brewpub in Golden, Colorado. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and oversight, while leveraging its connections within the KeyCorp group.

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