Joshua Wagner
Investment adviser representative at Key Investment Services LLC
9 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
9 years in the industry.
- Key Investment Services, LLCDec 2024 to now
- LPL Enterprise, LLCNov 2024 to Dec 2024
- The Prudential Insurance Company of AmericaJan 2024 to Dec 2024
- Pruco Securities LLCJan 2024 to Nov 2024
- Key Investment Services LLCJul 2022 to Jan 2024
- King's Cross ChurchAug 2020 to Jul 2022
- Fifth Third BankSep 2019 to Aug 2020
- Fifth Third SecuritiesSep 2019 to Aug 2020
- Key Investment Services, LLCJan 2018 to Aug 2019
- KeybankJan 2018 to Aug 2019
- Cetera Investment Advisers LLCMay 2017 to Dec 2017
- Cetera Investment Services LLCMay 2017 to Dec 2017
- The State Bank and Trust CoMay 2017 to Dec 2017
- Key BankAug 2015 to May 2017
- Key Investment ServicesAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6138861
- Firm CRD
- 136300