KEYSTONE FINANCIAL SERVICES, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 308397). Regulatory assets under management: $240.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |