Keystone Financial Services, LLC
Keystone Financial Services, LLC is an SEC-registered mass-market adviser in Omaha, NE with $240.3M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Keystone Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308397, SEC 801-120787, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $240.3M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Omaha, NE
- Employees
- 11
- Clients
- 1,043
- CRD
- 308397
- Ownership
- SHOLIN, TRAVIS, LEE; LAUG-SHOLIN, NANCY, JEAN; SHOLIN, JUSTIN, N; SECATORE, MATTHEW, WILLIAM; Peterson, Douglas, Blake
How much AUM does Keystone Financial Services, LLC have?
Keystone Financial Services, LLC reported $240.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Keystone Financial Services, LLC?
Disclosed owners and executives of Keystone Financial Services, LLC include SHOLIN, TRAVIS, LEE, LAUG-SHOLIN, NANCY, JEAN, SHOLIN, JUSTIN, N, SECATORE, MATTHEW, WILLIAM, Peterson, Douglas, Blake. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.