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Brandi S
Series 63, Series 66
Warsaw, IN
Key Investment Services LLc
Brandi Smith is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2013. Key Investment Services LLC provides a range of advisory programs, model portfolios, and managed accounts to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment strategy selection and ongoing monitoring, supported by due diligence and access to third-party discretionary managers.
Andrew L
Series 63, Series 65
Warsaw, IN
Key Investment Services LLc
Andrew Lewis is a financial advisor with Key Investment Services LLC in Warsaw, Indiana. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 21 years with Key Investment Services. Outside of his advisory role, he serves as Assistant Tennis Coach at Grace College and is President of the Warsaw Community Tennis Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a focus on due diligence and supervisory oversight.
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