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David Riffe
25 Years of Experience
Meridian, ID
1 DisclosureBroker
David Riffe is a registered investment advisor at Key Investment Services LLC, based in Meridian, ID, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1650 E. Fairview Ave, Meridian, ID, 83642
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2003Settled
Employment History
Current Registrations
Key Investment Services LLC
September 2025 - Present · 8 mos
Key Investment Services LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
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May 2022 - April 2025 · 2 yrs 11 mos
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February 2021 - May 2022 · 1 yr 3 mos
Ameritas Investment CORP
July 2019 - December 2019 · 5 mos
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January 2017 - June 2019 · 2 yrs 5 mos
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Waddell & Reed
March 2015 - November 2016 · 1 yr 8 mos
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Metlife Securities INC.
January 2012 - March 2015 · 3 yrs 2 mos
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January 2012 - March 2015 · 3 yrs 2 mos
Charles Schwab & CO., INC.
October 2011 - January 2012 · 3 mos
Charles Schwab & CO., INC.Broker
October 2011 - January 2012 · 3 mos
Conover Securities Corporation
July 2010 - September 2011 · 1 yr 2 mos
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June 2010 - September 2011 · 1 yr 3 mos
Moss Adams Securities & Insurance LLCBroker
August 2007 - April 2009 · 1 yr 8 mos
Moss Adams Wealth Advisors LLC
August 2007 - April 2009 · 1 yr 8 mos
Abacus Securities CORP.
January 2007 - August 2007 · 7 mos
Conover Securities CorporationBroker
January 2007 - August 2007 · 7 mos
Citigroup Global Markets INC.
July 2001 - January 2007 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
June 2001 - January 2007 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1997 - June 2001 · 3 yrs 8 mos
State Registrations2 states
IDWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.