# KEYSTONE FINANCIAL SERVICES

KEYSTONE FINANCIAL SERVICES of LOVELAND, CO is an SEC-registered investment adviser.

## Registration

- CRD: 310623
- Type: SEC-registered investment adviser
- SEC file number: 801-119534
- Location: 4090 CLYDESDALE PKWY, SUITE 201, LOVELAND, CO, 80538
- Phone: 970-744-5408
- Latest filing: 2026-05-27
- Regulatory AUM: $379.2M
- Discretionary AUM: $379.2M
- Clients: 4
- Accounts: 1,025

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Paul Nelson | OWNER, CEO, CCO, IAR | — |
| NELSON KENNETH PAUL | OWNER, CEO, CCO, IAR | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHANDLER | AZ | 1 | 480-269-6804 |
| CHANDLER | AZ | 1 | 480-269-6804 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310623/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310623/similar
- Related entities: https://search.stillhousedata.com/firm/310623/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310623

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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.