Michael Joseph Sheldon
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.
- Key Investment Services, LLCDec 2024 to now
- Unemployment ServicesJul 2024 to Dec 2024
- Osaic Wealth, Inc.Jun 2024 to Jul 2024
- Securities America, Inc.Apr 2024 to Jun 2024
- Charles Schwab & Co., Inc.Apr 2023 to Apr 2024
- Chase BankMar 2021 to Jan 2023
- Best BuyOct 2020 to Jan 2021
- AmazonMay 2020 to Aug 2020
- KrogerAug 2019 to May 2020
- Full-time EducationApr 2013 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7706205
- Firm CRD
- 136300