# KEYSTONE FINANCIAL PLANNING, INC

KEYSTONE FINANCIAL PLANNING, INC of WESTLAKE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 104640
- Type: SEC-registered investment adviser
- SEC file number: 801-30218
- Location: 1991 CROCKER ROAD, SUITE 204, WESTLAKE, OH, 44145
- Phone: 440-234-6323
- Latest filing: 2026-02-27
- Regulatory AUM: $406.9M
- Discretionary AUM: $406.9M
- Clients: 2
- Accounts: 448

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Keith L Sechler | CEO, TREASURER | — |
| Brigitte Palumbo | CHIEF COMPLIANCE OFFICER/PRESIDENT/SECRETARY | Cleveland, OH |
| Linda A Borowiak | SHAREHOLDER | — |
| SECHLER KEITH L | CEO, TREASURER; PRESIDENT; PRESIDENT/TREASURER | — |
| BOROWIAK LINDA A | SHAREHOLDER; VICE PRESIDENT; VICE PRESIDENT/CCO (+1 more) | — |
| SECHLER LINDA A | VICE PRESIDENT | — |
| PALUMBO BRIGITTE | CHIEF COMPLIANCE OFFICER/PRESIDENT/SECRETARY; CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | — |
| Keith L. Sechler | CEO, TREASURER | — |
| Linda A. Borowiak | SHAREHOLDER | Cleveland, OH |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104640/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104640/similar
- Related entities: https://search.stillhousedata.com/firm/104640/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104640

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.