KEYSTONE FINANCIAL

KEYSTONE FINANCIAL of EAU CLAIRE, WI is an SEC-registered investment adviser (CRD 336237). Regulatory assets under management: $51.2M.

Registration

• CRD: 336237
• Type: Registered investment adviser
• Location: 4252 SOUTHTOWNE DRIVE , SUITE D, EAU CLAIRE, WI, 54701
• Phone: 715-835-6022
• Latest filing: 2026-03-11
• Regulatory AUM: $51.2M
• Discretionary AUM: $51.2M
• Clients: 3
• Accounts: 547

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336237 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search