Keystone Financial Services, LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 308397
- Registered since
- April 14, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals73.86%
- HNWI21.34%
- Corporations / Businesses3.98%
- Charitable Organizations0.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Keystone Financial Services, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. Ownership is held by an individual, and the firm serves both individual and family clients as well as institutional clients. Fee arrangements include percentage-of-AUM billing and fixed fees. Advisory capabilities emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting services. Keystone does not identify as an active ESG investor and is not set up as a capital allocator to external funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Nancy Laug-sholin
CEO and OwnerCRD 1471463
Contacts
3 of 7
Lana Trofholz
Senior Wealth AdvisorCRD 7665999
Justin Sholin
Financial Advisor and Investment AnalystCRD 5848610
Travis Sholin
Senior Financial AdvisorCRD 6329892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 9802 Nicholas St
- Time zone
- CT (UTC-6)
- Office locations
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