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KEYSTONE FINANCIAL SERVICES, LLC
CRD 308397 · SEC 801-120787
9802 NICHOLAS STREET, SUITE 315A, OMAHA, NE, 68114, United States
Phone
(402) 392-1212
Fax
(402) 392-1490
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.3M
Discretionary AUM
$240.3M
Team
11 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 998 | $177.5M |
| High net worth individuals | 30 | $51.3M |
| Corporations/business entities | 15 | $9.6M |
States served
AZ, CA, CO, GA, IA, KS, LA, MN, NE, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD