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William Michael Evans

Investment adviser representative at Key Investment Services LLC
8 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

8 years in the industry.

  1. Key Investment Services, LLCNov 2021 to now
  2. KeybankNov 2021 to Dec 2024
  3. US BankJul 2021 to Nov 2021
  4. Home DepotJun 2019 to Jun 2021
  5. Corban UniversityAug 2017 to May 2019
  6. G6 AirparkFeb 2016 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (OR).

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
6937628
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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