A complete list of active advisors currently associated with Keystone Financial Services, LLC
Warmer can help you find a great advisor at Keystone Financial Services, LLC or one who fits your needs even better.
Keystone Financial Services is an SEC‑registered, team advisory firm that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages about $240.3 million on a discretionary basis for roughly 1,028 clients and provides investment management, financial planning, retirement plan advisory (including ERISA 3(21) investment oversight), tax preparation, and business consultation services. The firm’s investment process is customized and primarily long‑term, constructing portfolios from exchange‑traded funds, low‑cost diversified mutual funds, and individual stocks and bonds while sometimes retaining legacy or alternative positions for tax or fit reasons. Keystone uses both fundamental and technical analysis, maintains ongoing client contact, and implements discretionary rebalancing and shorter‑term trades when needed to meet client objectives or cash needs. Noteworthy for a firm of its size, Keystone’s advisory team includes multiple credentialed professionals and several Supervised Persons who also act as registered representatives and licensed insurance agents and who participate in outside business ventures; the firm also offers in‑house tax preparation and business consultation, which can involve additional outside compensation. Keystone typically recommends and custodies client assets at a major institutional custodian (Charles Schwab) and discloses that it receives certain economic benefits from that custodian, a practice clients should review when evaluating custody and service arrangements.
To learn more about the advisors currently working at Keystone Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 3
| |
Omaha, NE
| 40
| |
Omaha, NE
| 2
| |
Omaha, NE
| 14
| |
Omaha, NE
| 11
| |
Omaha, NE
| 3
| |
Omaha, NE
| —
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")