PPrivate Fund Data Log in Join · $37/mo

Keystone Financial Services, LLC

● SEC registered since 2021CRD 308397SEC# 801-120787Omaha, NE
Export (members)
Reg. AUM
$192.8M
Employees
9
Accounts
1,530
Location
Omaha, NE

Keystone Financial Services, LLC assets under management

Keystone Financial Services, LLC is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2021. It reports $192.8 million in regulatory assets under management and employs 9 people.
keystonefinancialservice.comView on SEC.gov ↗

Keystone Financial Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Justin N Sholin ControlPartner10-25%2023
Matthew William SecatoreChief Compliance OfficerUnder 5%2025
Nancy Jean Laug-Sholin ControlManaging Member And OwnerOver 75%2020
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Keystone Financial Services, LLC manage?

Keystone Financial Services, LLC reports $192.8 million in regulatory assets under management on its Form ADV.

How many employees does Keystone Financial Services, LLC have?

Keystone Financial Services, LLC reports 9 employees.

Where is Keystone Financial Services, LLC located?

Keystone Financial Services, LLC is based in Omaha, NE and has been SEC-registered since 2021.

Does Keystone Financial Services, LLC disclose fund performance?

Keystone Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9802 Nicholas Street, Suite 315a, Omaha, NE 68114
Phone(402) 392-1212
Fax(402) 392-1490
Office hours8:30a.m. To 4:30p.m.
SEC regionDenver Regional Office (DRO)
CIK2046033
Discloses disciplinary historyNo

Assets under management

Discretionary$192.8M
Non-discretionary$0
Total (RAUM)$192.8M