# KEYSTONE FINANCIAL

KEYSTONE FINANCIAL of EAU CLAIRE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 336237
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336237/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336237/similar
- Related entities: https://search.stillhousedata.com/firm/336237/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336237

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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.