Justin
Sholin
Keystone Financial Services, LLC
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About this Advisor
Justin Sholin is a certified financial planner based out of Omaha, Nebraska, with 3 years of relevant experience. Sholin is an employee of Keystone Financial Services, LLC. Their career trajectory has included roles at Keystone Financial, Cetera Advisor Networks LLC, Keystone Financial Services, LLC and Private Client Services. Sholin maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Nebraska and Texas. Keystone Financial Services, LLC is a firm that has its headquarters in Omaha, NE. It has $133 million in assets between its 1,440 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,440 client accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business offers a diverse assortment 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. However, fees charged by Keystone Financial Services, LLC can consist of any combination of 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
Justin Sholin Work History
Justin has been registered as a financial advisor for 3 years.*
Keystone Financial Services, LLC
Private Client Services
Keystone Financial
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
*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 Justin Sholin 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
