Unclaimed Profile

Michael William Kretz

KEYSTONE FINANCIAL GROUP, LLC·LEXINGTON, Kentucky

SIE, Series 7, Series 63, Series 66Clean record19 years registeredKEYSTONE FINANCIAL GROUP, LLC

527 WELLINGTON WAY, STE 225, LEXINGTON, KY 40503CRD# 4440636Firm CRD# 170201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael William Kretz · LEXINGTON, KY

Registration

CRD #4440636 · KEYSTONE FINANCIAL GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

KEYSTONE FINANCIAL GROUP, LLC

Mar 2014 – present

LPL FINANCIAL LLC

Jun 2008 – Nov 2015

LEXINGTON, KY

EDWARD JONES

Jan 2007 – Jun 2008

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 26, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYSTONE FINANCIAL GROUP, LLC

CRD 170201 · SEC 801-79274

AUM

$1.5B

Regulatory assets under management

Employees

5,260 client accounts

Services offered by KEYSTONE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KEYSTONE FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Michael William Kretz offer?

Michael William Kretz specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Michael William Kretz's credentials?

Michael William Kretz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael William Kretz located?

Michael William Kretz is based in LEXINGTON, Kentucky, working with KEYSTONE FINANCIAL GROUP, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Michael William Kretz charge for services?

Michael William Kretz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEYSTONE FINANCIAL GROUP, LLC?

KEYSTONE FINANCIAL GROUP, LLC has approximately 45 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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