Keystone Financial Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 170201
- SEC number
- 801-79274
- Firm type
- RIA
- Assets under management
- $2.3B as of Mar 17, 2026
- Website
- www.facebook.com/KEYSTONE-FINANCIAL-GROUP-412478585480311/?FREF=TS ↗
- Phone
- 859-317-8316
- Address
- 527 Wellington Way, Ste 225, Lexington, KY, 40503
Advisors at this firm
32 in our index · page 1 of 1
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Gary Jo AndersonCRD 4548885 · Lexington, KYIA RegisteredBroker
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Ronald Lucas BrownCRD 4767512 · Lexington, KYIA RegisteredRegistration inactive
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Jorgena Marie ColliasCRD 4811930 · Lexington, KYIA RegisteredBroker
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Eddie Dewayne CoxCRD 4314423 · Lexington, KYIA RegisteredBroker
-
Austin Thomas DuvallCRD 6370160 · Lexingtin, KYIA RegisteredBroker
-
Brian L DavisCRD 7612712 · Lexington, KYIA RegisteredBroker
-
Joel Edwin GodbyCRD 3226323 · Mt. Sterling, KYIA RegisteredBroker
-
Danielle Marie GerbrachtCRD 6761094 · Lexington, KYIA RegisteredBroker
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Michael W. HobbsCRD 4734841 · Ashland, KYIA RegisteredRegistration inactive
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Timothy S JenkinsCRD 4865702 · Lexington, KYIA RegisteredBroker
-
Tobin Ray JenkinsCRD 4654943 · Lexington, KYIA RegisteredBroker
-
Michael William KretzCRD 4440636 · Lexington, KYIA RegisteredBroker
-
Bruce William LindsayCRD 1048274 · Louisville, KYIA RegisteredBrokerDisclosure event(s) on record
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Grover Allen MollineauxCRD 4730449 · Lexington, KYIA RegisteredBroker
-
James Scott MorrisonCRD 2072248 · Somerset, KYIA RegisteredBroker
-
Sean Thomas MelicanCRD 6797611 · Louisville, KYIA RegisteredBroker
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John Eldridge MortonCRD 6580382 · Mt. Sterling, KYIA RegisteredBroker
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Jayme Wall NelsonCRD 7053399 · Lexington, KYIA RegisteredBroker
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Grant Aaron Ward OstranderCRD 8036451 · Lexington, KYIA Registered
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Adam Eugene RichardsonCRD 4814134 · Somerset, KYIA RegisteredBroker
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Eugene Cliff RichardsonCRD 1197490 · Venice, FLIA RegisteredBroker
-
James J ReitenbachCRD 8182378 · Lexington, KYIA RegisteredBroker
-
Jack B RobertsCRD 7896708 · Lexington, KYIA RegisteredBroker
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Richard Stephen SealsCRD 4897662 · Christiansted, VIIA RegisteredRegistration inactive
-
Richard Blaine SladeCRD 3023203 · Lexington, KYIA RegisteredBrokerDisclosure event(s) on record
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Joseph Gary SmithCRD 3025608 · Louisville, KYIA RegisteredBroker
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Jeffrey Allen SwaimCRD 5531473 · Louisville, KYIA RegisteredRegistration inactive
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Amy Claire SpiveyCRD 6567083 · Lexington, KYIA RegisteredRegistration inactive
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James Spencer TemplinCRD 4976297 · Lexington, KYIA RegisteredBroker
-
Bernard Seward TottyCRD 2402951 · Lexington, KYIA RegisteredBroker
-
Grant Kevin TruaxCRD 7519632 · Lexington, KYIA RegisteredBroker
-
James Randall Young IICRD 4337655 · Lexington, KYIA RegisteredBroker
1–32 of 32
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 170201 ↗
FINRA BrokerCheck record for firm CRD 170201 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.