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KEYSTONE FINANCIAL SERVICES, LLC
9802 Nicholas Street
Suite 315a
Omaha, Nebraska 68114
Tel: (402) 392-1212
About KEYSTONE FINANCIAL SERVICES, LLC
KEYSTONE FINANCIAL SERVICES, LLC, formally registered with the SEC as KEYSTONE FINANCIAL SERVICES, LLC. The firm was established in 04/14/2021. They have over 1 offices throughout the country.
KEYSTONE FINANCIAL SERVICES, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $164,882,666 assets under management, offering retirement planning & investment advisory services to 1726 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308397 |
| SEC# | 801-120787 |
| Assets Managed by Firm | $164,882,666 |
| No. of Clients | 1726 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1726 | $164,882,666 |
| Individuals (other than high net worth individuals) | 892 | $72,422,063 |
| High net worth individuals | 86 | $92,178,603 |
| Charitable organizations | Fewer than 5 clients | $250,000 |
| Corporations or other businesses | Fewer than 5 clients | $32,000 |
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