Keystone Financial Group, LLC

Overview

Keystone Financial Group, LLC is an SEC registered investment adviser based in Lexington, KY, registered since 2014. It reports $2.3B in assets under management across 6,628 accounts, with 49 employees. It has 32 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

99%

Accounts

6,628

Average account

$353K

Employees

49

Advisory reps

32

Registered since

2014

Jurisdictions

21

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Tobin Ray Jenkins Partner, Chief Compliance Officer CRD 4654943
• Michael William Kretz Partner CRD 4440636

Advisory reps 3 of 32

• Gary Jo Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4548885
• Ronald Lucas Brown II Insurance Agent · Investment Adviser Rep CRD 4767512
• Jorgena Marie Collias Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4811930

29 more advisory reps, with emails, phones and branch locations

Location

Headquarters

527 Wellington Way Ste 225
Lexington, KY 40503

County

Fayette

Metro area

Lexington-Fayette, KY

Region

South

Registrations

• SEC registered
• Registered in 21 jurisdictions
• Website: federalretirement.com

Every state, with registration dates

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