KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD #153418 SEC #801-71355 MINNEAPOLIS, MN 612-465-8118
SEC Registered
Total AUM
$191.4M
Discretionary
$0
Employees
3
Clients
26
Accounts
64
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- APRIL
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, STEVEN, DOUGLAS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
| OLSEN, BERTHEL, ANDREW | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (3)
FL MN WI
Address
150 SOUTH FIFTH STREETSUITE 3100
MINNEAPOLIS, MN 55402
United States
Phone: 612-465-8118