Lukas Richard Goehring
Investment adviser representative at Key Investment Services LLC
9 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Lukas Richard Goehring? Claim your profile
Contact this firm
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, LLCOct 2021 to now
- KeybankJun 2020 to Jun 2023
- Blackhawk School DistrictJun 2017 to Aug 2017
- Saint Vincent CollegeAug 2016 to May 2020
- Applebee's Neighborhood Grill & BarNov 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7456440
- Firm CRD
- 136300