KEYSTONE FINANCIAL GROUP, LLC

LEXINGTON, Kentucky·3 registered advisors·CRD# 170201
SEC# 801-792749859-317-8316
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KEYSTONE FINANCIAL GROUP, LLC

3 registered advisors
Michael William Kretz
LEXINGTON, Kentucky
Timothy S Jenkins
LEXINGTON, Kentucky
Tobin Ray Jenkins
LEXINGTON, Kentucky
05

Office Locations

LEXINGTON, Kentucky
3 advisors

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Data sourced from SEC Form ADV filings. KEYSTONE FINANCIAL GROUP, LLC (CRD# 170201) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.