# KEYSTONE WEALTH ADVISORS, INCORPORATED

KEYSTONE WEALTH ADVISORS, INCORPORATED of EAGAN, MN is an SEC-registered investment adviser.

## Registration

- CRD: 153418
- Type: SEC-registered investment adviser
- SEC file number: 801-71355
- Location: 2640 EAGAN WOODS DRIVE, EAGAN, MN, 55121
- Phone: 612-465-8118
- Latest filing: 2026-06-11
- Regulatory AUM: $201.4M
- Non-discretionary AUM: $201.4M
- Clients: 3
- Accounts: 66

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Steven Douglas Carlson | CEO/CHIEF COMPLIANCE OFFICER | — |
| Berthel Andrew Olsen | PRESIDENT | — |
| CARLSON MARK DOUGLAS | CEO/CHIEF COMPLIANCE OFFICER | — |
| OLSEN BERTHEL ANDREW | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153418/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153418/similar
- Related entities: https://search.stillhousedata.com/firm/153418/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153418

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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.