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Peter Bang-knudsen

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.

  1. Key Investment Services LLCJun 2026 to now
  2. Portland Parks and RecreationJun 2024 to Sep 2024
  3. Northwestern MutualOct 2023 to Jan 2024
  4. Portland Parks and RecreationJun 2023 to Sep 2023
  5. Reed CollegeSep 2022 to May 2026
  6. Bainbridge Metro Park and Recreation DistrictMar 2022 to Sep 2023
  7. Bainbridge High SchoolSep 2018 to Jun 2022
  8. N/aJun 2018 to Sep 2018
  9. Woodward Middle SchoolSep 2016 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7791671
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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