Empower Advisory Group
39yrs
Top advisor by experience in Noblesville
1yr
Anna Smith
Financial advisor at Key Investment Services
Anna Smith has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Noblesville, Indiana. Anna joined Key Investment Services in 2025, a firm offering investment management and selecting outside investment managers. Key Investment Services reports being paid through a percentage of assets.
One of 64 advisors with offices in Noblesville, and one of 61 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office480 Sheridan Rd., Noblesville, IN 46060
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowKey Investment Services LLCCurrent firm
Contact Anna
(888) 547-2968Firm headquarters in Brooklyn, OH. Ask for Anna. 480 Sheridan Rd.Noblesville, IN 46060Office · Get directions Firm websitewww.key.com/kpb/our-approach/kis.html
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Questions to ask Anna
Tailored to Anna’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anna
How do I contact Anna?
Call Key Investment Services at (888) 547-2968 and ask for Anna Smith. Anna works from the Noblesville, IN office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Anna 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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