# KEYSTONE FINANCIAL SERVICES, LLC

KEYSTONE FINANCIAL SERVICES, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 308397
- Type: SEC-registered investment adviser
- SEC file number: 801-120787
- Location: 9802 NICHOLAS STREET, SUITE 315A, OMAHA, NE, 68114
- Phone: (402) 392-1212
- Latest filing: 2026-04-27
- Regulatory AUM: $240.3M
- Discretionary AUM: $240.3M
- Clients: 11
- Accounts: 1,695

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Nancy Jean Laug-Sholin | MANAGING MEMBER AND OWNER | — |
| Travis Lee Sholin | PARTNER | — |
| Justin N Sholin | PARTNER | — |
| Matthew William Secatore | CHIEF COMPLIANCE OFFICER | — |
| LAUG-SHOLIN NANCY JEAN | MANAGING MEMBER; MANAGING MEMBER AND OWNER | — |
| SHOLIN JUSTIN N | CHIEF COMPLIANCE OFFICER; PARTNER | — |
| Peterson Douglas Blake | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | — |
| SHOLIN TRAVIS LEE | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308397/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308397/similar
- Related entities: https://search.stillhousedata.com/firm/308397/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308397

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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.