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Diane Johns Gilger

Investment adviser representative at Key Investment Services LLC
18 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business

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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

18 years in the industry.

  1. Key Investment Services LLCOct 2023 to now
  2. Key Bank NANov 2019 to now
  3. LPL Financial LLCSep 2013 to Nov 2019
  4. Firstmerit Bank, N.A.Jun 2008 to Nov 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
4516204
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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