Keystone Financial Services, LLC

CRD 308397 · Omaha, NE · $240.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 308397
SEC number: 801-120787
Firm type: RIA
Assets under management: $240.3M as of Apr 27, 2026
Website: keystonefinancialservice.com ↗
Phone: (402) 392-1212
Address: 9802 Nicholas Street, Omaha, NE, 68114

Advisors at this firm

7 in our index · page 1 of 1

Hope DogbeviaCRD 7503669 · Omaha, NE

IA Registered
Nancy Jean Laug-SholinCRD 1471463 · Omaha, NE

IA RegisteredBroker
Justin N SholinCRD 5848610 · Omaha, NE

IA RegisteredBroker
Travis Lee SholinCRD 6329892 · Omaha, NE

IA RegisteredBroker
Benjamin Mathew SandeCRD 7477580 · Omaha, NE

IA RegisteredBroker
Lana Renee TrofholzCRD 7665999 · Omaha, NE

IA RegisteredBroker
Marcus WagstaffCRD 3236042 · Omaha, NE

IA RegisteredBroker

Source & corrections

Where this page comes from

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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.

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