Keystone Financial Services, LLC
● SEC registered since 2021CRD 308397SEC# 801-120787Omaha, NE
Reg. AUM
$240.3M
Employees
11
Accounts
1,695
Location
Omaha, NE
Keystone Financial Services, LLC assets under management
Keystone Financial Services, LLC is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2021. It reports $240.3 million in regulatory assets under management and employs 11 people.
Keystone Financial Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin N Sholin Control | Partner | 10-25% | 2023 |
| Matthew William Secatore | Chief Compliance Officer | Under 5% | 2025 |
| Nancy Jean Laug-Sholin Control | Managing Member And Owner | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Keystone Financial Services, LLC manage?
Keystone Financial Services, LLC reports $240.3 million in regulatory assets under management on its Form ADV.
How many employees does Keystone Financial Services, LLC have?
Keystone Financial Services, LLC reports 11 employees.
Where is Keystone Financial Services, LLC located?
Keystone Financial Services, LLC is based in Omaha, NE and has been SEC-registered since 2021.
Does Keystone Financial Services, LLC disclose fund performance?
Keystone Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9802 Nicholas Street, Suite 315a, Omaha, NE 68114 |
| Phone | (402) 392-1212 |
| Fax | (402) 392-1490 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2046033 |
| Discloses disciplinary history | No |
Regulatory AUM
$240.3M▲ 46%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$240.3Mregulatory AUM
Discretionary $240.3M