Richard Daryle Tannert
Investment adviser representative at Key Investment Services LLC
11 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
11 years in the industry.
- Key Investment Services LLCSep 2025 to now
- Kingswood Capital Partners, LLCJul 2023 to Aug 2025
- Washington Department of Fish and WildlifeMay 2023 to Nov 2023
- Nescampbell Crane and RiggingMay 2022 to May 2023
- Heavy Equipment College of AmericaMar 2022 to Mar 2022
- Commercial Driving SchoolJan 2022 to Feb 2022
- US ArmyMar 2015 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State 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
- 7771249
- Firm CRD
- 136300