A complete list of active advisors currently associated with Keystone Financial
Warmer can help you find a great advisor at Keystone Financial or one who fits your needs even better.
Keystone is a registered investment adviser that serves individual and high-net-worth clients through discretionary portfolio management, overseeing roughly $51.2 million for about 239 client relationships with a two-advisor team. The firm provides ongoing investment management, integrates financial planning into advisory engagements at no additional charge, and also offers standalone financial planning and advice on held-away accounts and employer-sponsored retirement plans. Keystone takes an active, asset-allocation driven approach that emphasizes diversified mixes of equities, ETFs, and mutual funds with periodic rebalancing and the ability to impose client trading restrictions. The firm operates through a platform arrangement that gives it access to model managers, reporting and billing systems, and institutional custodial services (including Fidelity and Schwab), and it manages client accounts on a discretionary basis within those model frameworks. Keystone is uncommon among peers in being a wrap-fee program sponsor for all advisory clients and in having affiliated financial businesses under common ownership — a licensed insurance agency and a tax/accounting entity, plus an affiliated estate-planning coordination firm — so clients may be offered insurance, tax preparation, and estate-coordination services through those affiliates. The brochure discloses related conflicts of interest (for example, insurance agents may receive commissions) and describes mitigation steps; the firm also notes use of third‑party technology, including AI-enabled client relationship tools, as part of its platform-supported service model.
To learn more about the advisors currently working at Keystone Financial, 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 |
|---|---|---|
Eau Claire, WI
| 2
| |
Eau Claire, WI
| 14
|
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