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Genevra Ashley Mitrovich

Investment adviser representative at Key Investment Services LLC
13 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

13 years in the industry.

  1. Key Investment Services, LLCMar 2026 to now
  2. Power HouseOct 2020 to now
  3. Equitable Advisors, LLCFeb 2025 to Mar 2026
  4. Independent ContractorAug 2023 to Jan 2025
  5. Zeamo WellnessMar 2023 to Jan 2024
  6. Guaranteed Rate InsuranceNov 2022 to Jul 2023
  7. UnemployedJul 2022 to Oct 2022
  8. Rocket MortgageSep 2021 to Jul 2022
  9. Independent ContractorJul 2019 to Apr 2022
  10. State FarmMar 2019 to Jul 2019
  11. GncJan 2019 to Aug 2020
  12. Michigan Retirement AdvisorsAug 2018 to Mar 2019
  13. UnemployedMar 2018 to Aug 2018
  14. At&tJan 2018 to Mar 2018
  15. Liberty NationalMar 2016 to Mar 2018
  16. Buffalo Wild WingsAug 2013 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
6993557
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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