Advisor at key Investment Services LLC
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Firm
key Investment Services LLC
Location
Anacortes, WA 98221
Credentials
Series 66
Industry experience
6 years
Rodney Mott is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at First Federal of Port Angeles, LPL Financial, and Thrivent Financial. 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 emphasizes non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.
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.
1600 Commercial Ave
Anacortes, WA 98221
Washington
Key Investment Services
2023 - Present (3 years)
First Federal of Port Angels
2022 - 2023 (1 year)
LPL Financial
2022 - 2023 (1 year)
Thrivent Financial
2020 - 2022 (2 years)
Thrivent Investment Management Inc
2020 - 2022 (2 years)
Thrivent Financial
2020 - 2020 (1 year)
First Command Advisory Services, Inc.
2019 - 2019 (1 year)
First Command Financial Planning, Inc.
2019 - 2019 (1 year)
First Command Insurance Services, Inc.
2019 - 2019 (1 year)
First Command Financial Planning, Inc.
2019 - 2019 (1 year)
Brokerage House
2019 - 2019 (1 year)
UNEMPLOYED
2018 - 2018 (1 year)
The University of Tulsa
2010 - 2018 (8 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
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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.
CFP®, Series 65
Anacortes, WA
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ChFC®, Series 65
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CFP®, Series 63, Series 65
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Series 66
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Tamalpais Asset Management
Series 66
Anacortes, WA
First Command Advisory Services
Series 66
Anacortes, WA
First Command Advisory Services
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