Michael Brent Buroker
Investment adviser representative at Key Investment Services LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Key Bank NAJun 2022 to now
- Key Investment Services LLCJun 2022 to now
- Charles Schwab & Co., Inc.Mar 2017 to May 2022
- Schwab Private Client Investment Advisory, Inc.Mar 2017 to May 2022
- TIAADec 2012 to Mar 2017
- TIAA-CREF Individual & Institutional Services, LLCDec 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (IN).
Key Investment Services LLC
$8.9BAssets managed
34,920Clients
643Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3112379
- Firm CRD
- 136300