RH
Russell L. Hansen
KEY INVESTMENT SERVICES LLC
Loveland, CO 80537
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CRD#: 5445396
RH
Professional summary
Russell Lewis Hansen, who also goes by Russ Lewis Hansen, Russell Lewis Hansen, Russell Hansen, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Loveland, Colorado.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Russell has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Russ Lewis Hansen | Russell Lewis Hansen | Russell Hansen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Lewis Hansen's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Russell Lewis Hansen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 29, 2019 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 125 E 7th St, Loveland, CO 80537RIA
BD
CRD#: 136300
Loveland, CO
Current
October 29, 2019 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 125 E 7th St, Loveland, CO 80537RIA
BD
CRD#: 136300
Loveland, CO
Past
July 9, 2018 - May 20, 2019
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
Fort Collins, CO
Past
July 9, 2018 - May 20, 2019
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
SAN DIEGO, CA
Past
April 25, 2017 - May 7, 2018
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FORT COLLINS, CO
Past
April 21, 2017 - May 7, 2018
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FORT COLLINS, CO
Past
January 29, 2014 - April 17, 2017
HARRISDIRECT LLC
RIA
CRD#: 42159
DENVER, CO
Past
January 9, 2014 - April 17, 2017
E*TRADE SECURITIES LLC
BD
CRD#: 29106
DENVER, CO
Past
March 26, 2008 - November 4, 2013
SCOTTRADE, INC.
BD
CRD#: 8206
FORT COLLINS, CO
Past
January 7, 2008 - March 18, 2008
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
LOVELAND, CO
Past
December 17, 2007 - March 18, 2008
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
LOVELAND, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/13/2021)
RR
Arizona(10/29/2019)
RR
California(10/29/2019)
RR
Colorado(10/29/2019)
IAR
Colorado(10/29/2019)
RR
Connecticut(5/11/2021)
RR
Delaware(6/21/2021)
RR
Florida(10/29/2019)
RR
Hawaii(10/29/2019)
RR
Iowa(9/26/2023)
RR
Maine(9/26/2023)
RR
Minnesota(12/17/2020)
RR
Mississippi(4/13/2021)
RR
Montana(3/23/2022)
RR
Nebraska(1/25/2021)
RR
Nevada(10/26/2021)
RR
New Mexico(7/21/2020)
RR
North Carolina(9/17/2021)
RR
Ohio(4/13/2021)
RR
Oklahoma(10/29/2019)
RR
Pennsylvania(4/13/2021)
RR
South Dakota(4/13/2021)
RR
Texas(4/13/2021)
RR
Utah(10/29/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Mailing Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Phone number
(888) 547-2968
Established
Ohio since 06/08/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,131
SEC notice filing (44 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEYBANC CAPITAL MARKETS INC. | SOLE OWNER | 566 |
| CALABRESE, GIUSEPPE NMN | CO-CEO/PRESIDENT | 5013231 |
| DOUCE, MARK IVAN | CHIEF COMPLIANCE OFFICER | 2959137 |
| GULLA, MATTHEW TODD | CHIEF ADMINISTRATIVE OFFICER | 3040637 |
| HOTZ, BURTON BRUCE NICHOLAS | CHIEF RISK OFFICER | 3025138 |
| JANOFSKY, PAULA MARIE | OPERATIONS OFFICER | 2882776 |
| KOVACHICK, MARK ALLAN | CHIEF FINANCIAL OFFICER/DIRECTOR | 5390571 |
| SCHMIDT, SOLOMON LEE | CO-CEO/PRESIDENT | 4404279 |
| SKARDA, JOSEPH BRIEL | HEAD OF KEY WEALTH MANAGEMENT | 4288186 |
| THEBERGE, JONATHAN MARC | CHIEF OPERATIONS OFFICER | 7722891 |
| WEICK, PAUL ALFRED II | CHIEF LEGAL OFFICER | 2286289 |
Regulatory assets under management
| Total Number of Accounts | 27,533 |
| AUM (Assets Under Management) | $ 6,107,213,206 |
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
