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KEYSTONE FINANCIAL SERVICES, LLC

OMAHA, NE · CRD 308397 · IAPD ↗ · keystonefinancialservice.com · (402) 392-1212

$240.3MRegulatory AUM
7Advisory reps
11Employees
0Clients
26-50Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — KEYSTONE FINANCIAL SERVICES, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2025 — KEYSTONE FINANCIAL SERVICES, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
February 2025 — KEYSTONE FINANCIAL SERVICES, LLC notice-filed in AZ, MN, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — KEYSTONE FINANCIAL SERVICES, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.