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Keystone Financial Group – Where the focus is centered on the client Becoming a Keystone Financial Group Client means that we strive to put our clients first and focus on the foundation of their individual needs We build our independence by partnering with LPL as the custodian for client assets
Keystone Financial Group. ADV2A This disclosure brochure provides information about the qualifications and business practices of Keystone Financial Group, LLC (also referred to as we, us and Keystone Financial Group throughout this disclosure brochure)
Lexington – Page 2 – Keystone Financial Group Mike Kretz is a co-founder of Keystone Financial Group (KFG), a comprehensive wealth management firm located in Lexington, KY He obtained his degree in Economics from Centre College and began his career working as a financial advisor for Edward Jones in 2001
Brian Davis – Keystone Financial Group After graduation, he began his career at Fifth Third Bank, where he developed a strong foundation in client service and financial solutions, working with individuals from a wide range of economic backgrounds Brian now serves as a Financial Advisor with Keystone Financial Group
Mike Kretz – Keystone Financial Group Mike Kretz is a co-founder of Keystone Financial Group (KFG), a comprehensive wealth management firm located in Lexington, KY He obtained his degree in Economics from Centre College and began his career working as a financial advisor for Edward Jones in 2001