Lindsay Ann Bowman
Investment adviser representative at Key Investment Services LLC
21 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Lindsay Ann Bowman? Claim your profile
Contact this firm
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
21 years in the industry.
- Key Investment Services LLCMay 2023 to now
- Key Private BankDec 2005 to now
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4420330
- Firm CRD
- 136300