KEYSTONE FINANCIAL PLANNING, INC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 104640). Regulatory assets under management: $406.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 |