KEYSTONE FINANCIAL SERVICES
Firm details
- Headquarters
- LOVELAND, Colorado
- CRD number
- 310623
- Registered since
- September 25, 2020
- Website
- www.keystonefinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.62%
- Individuals18.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Keystone Financial Services is an independent, SEC-registered RIA formed in 2020 and owned by an individual. The firm serves primarily individual and family clients and operates as a capital allocator, blending fee models that include a percentage of assets under management and fixed fees. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars; the firm also reports pension consulting services among its activities. Keystone does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
- Private Funds1%
Owners & executives
1 of 1Joshua Nelson
CEO & FounderCRD 3266165
Contacts
3 of 3Michael Stevenson
Associate Wealth AdvisorCRD 7474406
JENNIFER WALENTER
Client Services ManagerCRD 5863891
Jeremy Busch
Wealth AdvisorCRD 6676663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$320M in ETFs
69%
$222M
21%
$97.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $36.3M | 55,611 | 11.35% |
Location
LOVELAND, CO
LARIMER
Location
LOVELAND, CO
Headquartered in LOVELAND, CO, in the West of the United States.
- Region
- West
- County
- LARIMER
- Address
- 4090 Clydesdale Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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