Lukas
Goehring

Key Investment Services LLC

CRD#7456440
Investment Advisor
in Irwin, PA

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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

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

201 Rhonda Ct
Irwin, PA 15642

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

PA Average: $2,106,341,625
Total Number of Employees

1,062

PA Average: 34
Total Number of Accounts

23,518

PA Average: 1,972
Average Account Size

$136,785

PA Average: $1,068,125

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.*

2022 - Present (2 years)

Key Investment Services LLC

2022 - Present (2 years)

Keybank

2021 - 2022 (1 year)

Key Investment Services

2020 - 2022 (2 years)

Keybank

2017 - 2020 (3 years)

Saint Vincent College

2017 - 2017 (< 1 year)

Blackhawk School District

2016 - 2016 (< 1 year)

Blackhawk School District

2016 - 2020 (4 years)

Saint Vincent College

2014 - 2020 (6 years)

Applebee'S Neighborhood Grill & Bar

2008 - 2016 (8 years)

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

James Keller
Camillus, NY
Gordon Pealock
Cleveland, OH
Daniel Frey
Centerbrook, CT
Syed Razvi
Cleveland, OH
Eric Woodfill
Cleveland, OH
Jason Navolio
Cleveland, OH
Evelyn Birbilas
Denver, CO
Richard Levy
Lebanon, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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