State Farm Investment Management
28yrs
Top advisor by experience in Estes Park
4yrs
Conner Burt
Financial advisor at Key Investment Services
Conner Burt is a fiduciary financial advisor in Estes Park, Colorado, with 4 years in the industry. Conner joined Key Investment Services in 2025, after less than a year at Charles Schwab & CO. and less than a year at Citizens Securities. Key Investment Services offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 6 advisors with offices in Estes Park, and one of 4 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office541 Big Thompson Ave Unit #101, Estes Park, CO 80517
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,267
Advisors at the firm640
States licensed ?1 state
Services through Key Investment Services
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowKey Investment Services LLCCurrent firm
- Jul 2023 – Jan 2024Charles Schwab & CO., Inc.Previously
- Dec 2022 – Feb 2023Citizens Securities, Inc.Previously
Contact Conner
(888) 547-2968Firm headquarters in Brooklyn, OH. Ask for Conner. 541 Big Thompson Ave Unit #101Estes Park, CO 80517Office · Get directions Firm websitewww.key.com/kpb/our-approach/kis.html
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Questions to ask Conner
Tailored to Conner’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Conner
How do I contact Conner?
Call Key Investment Services at (888) 547-2968 and ask for Conner Burt. Conner works from the Estes Park, CO office.
How long has Conner been a financial advisor?
Conner has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Conner hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Conner a fiduciary?
Conner is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Conner paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Conner for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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