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Keith Casey Mahan

STONECREST WEALTH MANAGEMENT, INC·CHANDLER, Arizona
SIE, Series 7, Series 24, Series 63CFPClean record8 years registeredSTONECREST WEALTH MANAGEMENT, INC
118 S KYRENE ROAD, CHANDLER, AZ 85226CRD# 2293433Firm CRD# 311404

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Casey Mahan · CHANDLER, AZ
Registration
CRD #2293433 · STONECREST WEALTH MANAGEMENT, INC · 8 years registered
Brand Profile
Not yet started
01

Career History

Dec 2017Dec 2020
Chandler, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · December 26, 2017
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONECREST WEALTH MANAGEMENT, INC
CRD 311404 · SEC 801-119878
AUM
$243M
Regulatory assets under management
Employees
4
848 client accounts
Services offered by STONECREST WEALTH MANAGEMENT, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Keith Casey Mahan offer?
Keith Casey Mahan specializes in Financial Planning, Investment Management. Contact their office in CHANDLER, Arizona for a consultation.
What are Keith Casey Mahan's credentials?
Keith Casey Mahan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Keith Casey Mahan located?
Keith Casey Mahan is based in CHANDLER, Arizona, working with STONECREST WEALTH MANAGEMENT, INC. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Keith Casey Mahan charge for services?
Keith Casey Mahan's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONECREST WEALTH MANAGEMENT, INC?
STONECREST WEALTH MANAGEMENT, INC has approximately 4 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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