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Nicholas Jay Rodenkirch

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.

  1. Key Investment Services LLCJun 2025 to now
  2. Johnson BixbyJun 2024 to Sep 2024
  3. Oregon State UniversitySep 2021 to Jun 2025
  4. Lakeridge High SchoolSep 2017 to Jun 2021
  5. Lakeridge Middle SchoolSep 2014 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7753871
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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