Keystone Financial Services, LLC

Keystone Financial Services, LLC (CRD# 308397) is a financial advisory firm headquartered in Omaha, NE. They manage $164,882,666 in 1,726 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
9802 Nicholas Street, Suite 315a, Omaha, NE 68114
http://keystonefinancialservice.com
By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    1,726
    ACCOUNTS
  • Average Account Value
    $95,529
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IA, KS, LA, NE, TX

Financial Advisors at Keystone Financial Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Nancy Laug-Sholin, financial advisor Omaha NE
Nancy J. Laug-Sholin
CRD#: 1471463
9802 Nicholas Street, Suite 315a, Omaha, NE 68114

Nancy Laug-Sholin (CRD# 1471463) is an Investment Advisor Representative working at Keystone Financial Services, LLC in Omaha, NE and has over 38 years of experience in the finance industry.

2
Douglas Peterson, financial advisor Omaha NE
Douglas B. Peterson
CRD#: 6882007
9802 Nicholas Street, Suite 315a, Omaha, NE 68114

Douglas Peterson (CRD# 6882007) is an Investment Advisor Representative working at Keystone Financial Services, LLC in Omaha, NE and has over 5 years of experience in the finance industry.

3
Justin Sholin, financial advisor Omaha NE
Justin N. Sholin
CRD#: 5848610
9802 Nicholas Street, Suite 315a, Omaha, NE 68114

Justin Sholin (CRD# 5848610) is an Investment Advisor Representative working at Keystone Financial Services, LLC in Omaha, NE and has over 11 years of experience in the finance industry.

4
Travis Sholin, financial advisor Omaha NE
Travis L. Sholin
CRD#: 6329892
9802 Nicholas Street, Suite 315a, Omaha, NE 68114

Travis Sholin (CRD# 6329892) is an Investment Advisor Representative working at Keystone Financial Services, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

5
Hope Dogbevia, financial advisor Omaha NE
Hope Dogbevia
CRD#: 7503669
9802 Nicholas Street, Suite 315a, Omaha, NE 68114

Hope Dogbevia (CRD# 7503669) is an Investment Advisor Representative working at Keystone Financial Services, LLC in Omaha, NE and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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