Advisor at key Investment Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
key Investment Services LLC
Location
Longview, WA 98632
Credentials
Series 66
Industry experience
< 1 year
Heriberto Regino is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank NA and has a background in education, having taught at Central Washington University, Winlock High School, and Winlock Middle School. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs with recommendations from financial professionals and discretionary trade authority held by third-party managers.
Based on key Investment Services LLC
Based on key Investment Services LLC
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
1750 Hudson Street
Longview, WA 98632
Washington
Key Investment Services LLC
2025 - Present (1 year)
KeyBank NA
2024 - 2024 (1 year)
Central Washington University
2021 - 2025 (4 years)
Winlock High School
2017 - 2021 (4 years)
Winlock Middle School
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Longview, WA
Bryant Wealth Management, Inc.
CFP®, ChFC®, Series 63, Series 65
Longview, WA
Retirement Strategies
Series 63, Series 65
Longview, WA
Geneos Wealth Management, Inc.
Series 63, Series 65
Longview, WA
Geneos Wealth Management, Inc.
Series 63, Series 65
Longview, WA
Calton & Associates, Inc.
Series 63, Series 66
Longview, WA
Geneos Wealth Management, Inc.
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