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Trent C

Series 66

Windham, ME

Key Investment Services LLC

Trent Cunningham is a financial advisor with Key Investment Services LLC in Windham, ME, holding a Series 66 designation and 21 years of industry experience. He has worked at Key Investment Services since 2009, with prior roles at Banc Of America Investment Services and Ameriprise. Outside of his advisory work, he serves as Secretary/Treasurer for a local road association. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model that includes both in-house and third-party strategists, with a focus on non-discretionary management and integration with affiliates such as KeyBank.

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