Douglas
Peterson
Keystone Financial Services, LLC
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About this Advisor
Douglas Peterson is a financial advisor working out of Omaha, Nebraska who has 3 years of relevant experience. Peterson is on the advisory team at Keystone Financial Services, LLC. Over the course of their career, they have held roles at Nabors Drilling Technologies, Corkscrew Wine Bar, Cetera Advisor Networks LLC, Keystone Financial Services, LLC and Private Client Services. Peterson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Nebraska. Keystone Financial Services, LLC is an advisory firm that has its headquarters in Omaha, NE. It administers $133 million in total assets among its 1,440 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,440 accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets. Keystone Financial Services, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Keystone Financial Services, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keystone Financial Services, LLC Brokerage Details
$133,000,000
7
1,440
$92,361
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Douglas Peterson Work History
Douglas has been registered as a financial advisor for 3 years.*
Keystone Financial Services, LLC
Private Client Services
Corkscrew Wine Bar
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Nabors Drilling Technologies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keystone Financial Services, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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