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Linda A. Borowiak

KEYSTONE FINANCIAL PLANNING, INC·MIDDLEBURG HEIGHTS, Ohio
Clean recordKEYSTONE FINANCIAL PLANNING, INC
7261 ENGLE ROAD #308, MIDDLEBURG HEIGHTS, OH 44130CRD# 4441369Firm CRD# 104640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda A. Borowiak · MIDDLEBURG HEIGHTS, OH
Registration
CRD #4441369 · KEYSTONE FINANCIAL PLANNING, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Linda A. Borowiak is a registered financial advisor based in MIDDLEBURG HEIGHTS, Ohio, affiliated with KEYSTONE FINANCIAL PLANNING, INC. 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
Introduction

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03

Firm Overview

Firm
KEYSTONE FINANCIAL PLANNING, INC
KEYSTONE FINANCIAL PLANNING, INC
AUM
$351M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KEYSTONE FINANCIAL PLANNING, INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4441369
Firm CRD# 104640
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Linda A. Borowiak offer?
Linda A. Borowiak specializes in Financial Planning, Investment Management. Contact their office in MIDDLEBURG HEIGHTS, Ohio for a consultation.
What are Linda A. Borowiak's credentials?
Linda A. Borowiak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda A. Borowiak located?
Linda A. Borowiak is based in MIDDLEBURG HEIGHTS, Ohio, working with KEYSTONE FINANCIAL PLANNING, INC. Their office serves clients in the MIDDLEBURG HEIGHTS metropolitan area and surrounding communities.
How does Linda A. Borowiak charge for services?
Linda A. Borowiak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYSTONE FINANCIAL PLANNING, INC?
KEYSTONE FINANCIAL PLANNING, INC has approximately 2 employees and manages $351M 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 PLANNING, INC

Brigitte Palumbo
MIDDLEBURG HEIGHTS, OH
Keith L. Sechler
MIDDLEBURG HEIGHTS, OH

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