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Michael William Kretz

KEYSTONE FINANCIAL GROUP, LLC·LEXINGTON, Kentucky
Clean recordKEYSTONE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael William Kretz is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with KEYSTONE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
KEYSTONE FINANCIAL GROUP, LLC
KEYSTONE FINANCIAL GROUP, LLC
AUM
$1.5B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at KEYSTONE FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4440636
Firm CRD# 170201
View on FINRA BrokerCheck →

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05

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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Other Advisors at KEYSTONE FINANCIAL GROUP, LLC

Timothy S Jenkins
LEXINGTON, KY
Tobin Ray Jenkins
LEXINGTON, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
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Research
Advisor Fees in KentuckyNational Fee Analysis
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