Lukas
Goehring
Key Investment Services LLC
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About this Advisor
Lukas Goehring is a financial advisor operating out of Irwin, Pennsylvania with a total of 1 year of industry experience. Goehring currently works for Key Investment Services LLC. Their career trajectory has included roles at Key Investment Services, Keybank, Applebee'S Neighborhood Grill & Bar, Saint Vincent College, Blackhawk School District, Blackhawk School Disctrict and Key Investment Services LLC. Goehring maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Key Investment Services LLC is a registered investment firm based in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 people on staff. It has $3 billion in total assets between its 23,518 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 93 charities and foundations. Of its 23,518 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets. Key Investment Services LLC performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which service is provided. However, fees charged by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lukas Goehring Work History
Lukas has been registered as a financial advisor for 1 years.*
Key Investment Services LLC
Keybank
Key Investment Services
Keybank
Saint Vincent College
Blackhawk School District
Blackhawk School District
Saint Vincent College
Applebee'S Neighborhood Grill & Bar
Blackhawk School Disctrict
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lukas Goehring to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Camillus, NY
Cleveland, OH
Centerbrook, CT
Cleveland, OH
Cleveland, OH
Cleveland, OH
Denver, CO
Lebanon, IN
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