KEYSTONE FINANCIAL PLANNING, INC
CRD #104640 SEC #801-30218 WESTLAKE, OH 440-234-6323
SEC Registered
Total AUM
$377.5M
Discretionary
$377.5M
Employees
2
Clients
51
Accounts
435
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/SECRETARY | NA | Control |
| PALUMBO, BRIGITTE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/SECRETARY | NA | Control |
| SECHLER, LINDA, A. | I | VICE PRESIDENT | NA | |
| SECHLER, KEITH, L. | I | PRESIDENT | E | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | PRESIDENT/TREASURER | D | Control |
| SECHLER, KEITH, L. | I | CEO, TREASURER | D | Control |
| SECHLER, KEITH, L. | I | CEO, TREASURER | D | Control |
| SECHLER, KEITH, L. | I | CEO, TREASURER | D | Control |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CCO | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CCO | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CCO | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CCO | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| BOROWIAK, LINDA, A. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
| BOROWIAK, LINDA, A. | I | SHAREHOLDER | C | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (3)
FL OH TX
Address
1991 CROCKER ROADSUITE 204
WESTLAKE, OH 44145
United States
Phone: 440-234-6323