Keystone Financial Services
● SEC registered since 2020CRD 310623SEC# 801-119534Loveland, CO
Reg. AUM
$379.2M
Employees
4
Accounts
1,025
Location
Loveland, CO
Keystone Financial Services assets under management
Keystone Financial Services is a registered investment adviser overseen by the SEC based in Loveland, CO. The firm has been registered since 2020. It reports $379.2 million in regulatory assets under management and employs 4 people.
Keystone Financial Services owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Paul Nelson Control | Owner, Ceo, Cco, Iar | Over 75% | 2020 |
Frequently asked questions
How much does Keystone Financial Services manage?
Keystone Financial Services reports $379.2 million in regulatory assets under management on its Form ADV.
How many employees does Keystone Financial Services have?
Keystone Financial Services reports 4 employees.
Where is Keystone Financial Services located?
Keystone Financial Services is based in Loveland, CO and has been SEC-registered since 2020.
Does Keystone Financial Services disclose fund performance?
Keystone Financial Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4090 Clydesdale Pkwy, Suite 201, Loveland, CO 80538 |
| Phone | 970-744-5408 |
| Fax | 970-619-8095 |
| Office hours | 8a.m.-5P (M-Th) |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1865158 |
| Discloses disciplinary history | No |
Regulatory AUM
$379.2M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$379.2Mregulatory AUM
Discretionary $379.2M