KEYSTONE FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 308397
- Registered since
- April 14, 2021
- Website
- www.keystonefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals73.86%
- HNWI21.34%
- Corporations / Businesses3.98%
- Charitable Organizations0.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Keystone Financial Services, LLC is an independent registered investment adviser organized as an LLC and operating since 2021. The firm serves both individual and institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting. Fee arrangements include percentage-of-AUM billing as well as fixed-fee engagements. Keystone is not positioned as a capital allocator; it relies on third-party managers where appropriate and does not report active ESG investing or multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities62%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1NANCY LAUG-SHOLIN
CEO and OwnerCRD 1471463
Contacts
3 of 7Lana Trofholz
Senior Wealth AdvisorCRD 7665999
JUSTIN SHOLIN
Financial Advisor and Investment AnalystCRD 5848610
TRAVIS SHOLIN
Senior Financial AdvisorCRD 6329892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 9802 Nicholas St
- Time zone
- CT (UTC-6)
- Office locations
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