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Kieran H

Series 66

Seattle, WA

Key Investment Services LLC

Kieran Harkness Robertson is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His background includes roles at KeyBank, Equitable Advisors, and involvement with the Seattle Seawolves and various community activities such as the Battle of the Ballers Tournament and the Chronicle Sunshine Fund. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through a multi-provider model that emphasizes portfolio management and model-based advisory products, with a significant portion of assets managed on a non-discretionary basis.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Ryan W

Series 63, Series 66

Seattle, WA

Key Investment Services LLC

Ryan Woodward is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related entities. Outside of finance, he is involved with the Underdog Sports League. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary asset management with integrated services from its KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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