William Buehler, financial advisor Denver CO
93 score

William Buehler

CRD Number: 5525428
Current Firm: Key Investment Services LLC

William Buehler (CRD# 5525428) is an Investment Advisor Representative working at Key Investment Services LLC in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services Lakewood, CO Feb 2011 - Current 5
Key Investment Services Denver, CO May 2008 - Feb 2011 2
Key Bank Na Worthington, OH Apr 2004 - Feb 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for William R. Buehler
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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