Warsaw, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$8,774,488,385
ClientsTotal clients
34,509
AdvisorsAdvisors at this office
2
Of 641 advisors across 353 offices
Location
119 East Center Street
Warsaw IN 46580
Advisors at this office
2
Advisors at this office
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")