Keystone Financial Planning Inc.
Keystone Financial Planning Inc. (CRD# 104640) is a financial advisory firm headquartered in Middleburg Heights, OH. They manage $162,453,846 in 400 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management162MILLION
Total Number of Accounts400ACCOUNTS
Average Account Value$406,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, OH, TX
Keith Sechler (CRD# 4441368) is an Investment Advisor Representative working at Keystone Financial Planning Inc. in Middleburg Heights, OH and has 1 year of experience in the finance industry. Keith Sechler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.