Keystone Wealth Advisors, Incorporated

Keystone Wealth Advisors, Incorporated (CRD# 153418) is a financial advisory firm headquartered in Minneapolis, MN. They manage $93,368,505 in 74 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $1,261,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MN

Financial Advisors at Keystone Wealth Advisors, Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Steven D. Carlson
CRD#: 2816493
150 South Fifth Street, Suite 3100, Minneapolis, MN 55402

Steven Carlson (CRD# 2816493) is an Investment Advisor Representative working at Keystone Wealth Advisors, Incorporated in Minneapolis, MN and has over 24 years of experience in the finance industry.

2
Berthel A. Olsen
CRD#: 2954239
150 South Fifth Street, Suite 3100, Minneapolis, MN 55402

Berthel Olsen (CRD# 2954239) is an Investment Advisor Representative working at Keystone Wealth Advisors, Incorporated in Minneapolis, MN and has over 23 years of experience in the finance industry. Berthel Olsen 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.

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