KEYSTONE FINANCIAL SERVICES, LLC
CRD #308397 SEC #801-120787 OMAHA, NE (402) 392-1212
SEC Registered
Total AUM
$192.8M
Discretionary
$192.8M
Employees
9
Clients
26
Accounts
1,530
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 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 |
|---|---|---|---|---|
| Peterson, Douglas, Blake | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | NA | Control |
| Peterson, Douglas, Blake | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | NA | Control |
| Peterson, Douglas, Blake | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | NA | Control |
| Peterson, Douglas, Blake | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | NA | Control |
| Peterson, Douglas, Blake | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | NA | Control |
| Peterson, Douglas, Blake | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | NA | Control |
| Peterson, Douglas, Blake | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | NA | Control |
| SECATORE, MATTHEW, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECATORE, MATTHEW, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOLIN, JUSTIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| LAUG-SHOLIN, NANCY, JEAN | I | MANAGING MEMBER AND OWNER | E | Control |
| SHOLIN, JUSTIN, N | I | PARTNER | B | Control |
| SHOLIN, JUSTIN, N | I | PARTNER | B | Control |
| SHOLIN, JUSTIN, N | I | PARTNER | B | Control |
| SHOLIN, JUSTIN, N | I | PARTNER | B | Control |
| SHOLIN, TRAVIS, LEE | I | PARTNER | B | Control |
| SHOLIN, TRAVIS, LEE | I | PARTNER | B | Control |
| SHOLIN, TRAVIS, LEE | I | PARTNER | B | Control |
| SHOLIN, TRAVIS, LEE | I | PARTNER | B | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (12)
AZ CA CO FL GA IA KS LA MN NE NY TX
Address
9802 NICHOLAS STREETSUITE 315A
OMAHA, NE 68114
United States
Phone: (402) 392-1212