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Patrick Ryne Mckinley

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 LLCDec 2025 to now
  2. KeybankDec 2025 to now
  3. Bankers Life AdvisoryOct 2025 to Nov 2025
  4. Bankers Life SecuritiesJun 2025 to Nov 2025
  5. Bankers Life & CasualtyJun 2024 to Nov 2025
  6. Circle R MechanicalMay 2023 to Jun 2024
  7. Purdue UniversityAug 2019 to May 2023
  8. Bartholomew Consolidated School CorporationJun 2015 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State 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
8120114
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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