Wesley Minton
Investment adviser representative at Key Investment Services LLC
10 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
10 years in the industry.
- Key Investment Services LLCSep 2025 to now
- State Farm Investment Management CorpJul 2024 to Sep 2025
- State Farm Vp Management CorpAug 2023 to Sep 2025
- Rory Wold Insurance AgencyJun 2021 to Sep 2025
- Russell P. Brown Insurance AgencyJun 2021 to Sep 2025
- California Department of Corrections and RehibilitationMar 2018 to Jun 2021
- Minton ConstructionJul 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
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
- 7788645
- Firm CRD
- 136300