KEYSTONE FINANCIAL GROUP, LLC

KEYSTONE FINANCIAL GROUP, LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 170201). Regulatory assets under management: $2.3B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

NameRoleLocation
Tobin Ray JenkinsPARTNER AND CHIEF COMPLIANCE OFFICER—
Michael William KretzPARTNER—
Timothy S JenkinsPARTNER—
JENKINS STEVEN RAYPARTNER AND CHIEF COMPLIANCE OFFICER—
KRETZ MICHAEL WILLIAMPARTNER—
JENKINS TIMOTHY SPARTNER—

Branch offices (16)

Showing 15 of 16 offices.

CityStateEmployeesPhone
LOUISVILLEKY4502-206-3373
LOUISVILLEKY4502-206-3373
SOMERSETKY3606-687-3916
SOMERSETKY3606-687-3916
LEITCHFIELDKY3270-259-0033
LEITCHFIELDKY3270-259-0033
LEXINGTONKY2859-278-9353
MT. STERLINGKY2859-432-1084
LEXINGTONKY2859-278-9353
MT. STERLINGKY2859-432-1084
ASHLANDKY16063250404
——1859-317-8316
LEXINGTONKY1859-317-5889
LEXINGTONKY1859-317-5889
ASHLANDKY16063250404

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