Derek James Stover
Investment adviser representative at Key Investment Services LLC
12 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
12 years in the industry.
- Key Investment Services, LLCJul 2022 to now
- KeybankNov 2021 to Apr 2025
- Northwestern Mutual Investment Services, LLCApr 2021 to Nov 2021
- Northwestern Mutual Investment Services LLCFeb 2021 to Mar 2021
- Northwestern Mutual Life Insurance CompanyFeb 2020 to Nov 2021
- NciJan 2019 to Jan 2020
- The FieldhouseNov 2018 to Mar 2019
- Dollar TreeApr 2015 to Dec 2018
- John Glenn Middle SchoolMar 2015 to Jul 2017
- Muskingum UniversityAug 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
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
- 7219035
- Firm CRD
- 136300