CRD: 308397
Keystone Financial Services, LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-05-2020
- Office Locations
- 1
Office Locations
About Keystone Financial Services, LLC
Keystone Financial Services, LLC is an Omaha-based advisory firm serving founders, entrepreneurs, families, and nonprofits with tailored investment management plus integrated wealth and business planning. Services include tax-efficient investing, legacy/estate planning, employer retirement plans, insurance strategies, and M&A/exit planning, supported by in-house accounting, bookkeeping, and tax planning. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NANCY JEAN LAUG-SHOLIN
Managing Member, Owner, Wealth Advisor
- CRD
- #1471463
- Ownership
- 75% or more
JUSTIN N SHOLIN
Financial Advisor, PARTNER
- CRD
- #5848610
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Hope Dogbevia
Accountant, Financial Advisor
- CRD
- #7503669
Benjamin Mathew Sande
Client Services Associate
- CRD
- #7477580
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,320,000 | $141,782 |
| Non-Discretionary | $0 | -- |
| Total | $240,320,000 | $141,782 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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