Keystone Financial Group Employee Directory

Q: What is Keystone Financial Group known for?

Keystone Financial Group was founded in 2008. Keystone Financial Group operates in the Financial Services industry.

Q: How many employees does Keystone Financial Group have currently?

Keystone Financial Group has approximately 21 employees.

Financial ServicesKentucky, United States11-50 Employees

Keystone Financial Group (KFG) is an independent financial service organization. Our Advisors have access to wide range of financial services and research to help ensure each client’s wealth is strategically managed and invested.

Comprehensive Financial Planning
Retirement Planning
Portfolio Management
Estate Planning
Education Planning
401ks, IRAs, Trust Accounts
Insurance planning
Charitable Giving
Risk Management

The mission of KFG is to partner with our clients through education, communication, and service that exceed client expectations. This ongoing partnership provides the foundation for KFG clients to feel confident in addressing all things financial.

Securities offered through LPL Financial. Member FINRA/SIPC. For Hyperlinks to FINRA and SIPC, please refer to contact and personal information above. Investment advice offered through Keystone Financial Group, a registered investment advisor and separate entity from LPL Financial. 
 Third party post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL financial as to accuracy and completeness.
 For a list of states in which I am registered to do business, please visit www.keystoneky.com

Find Keystone Financial Group employees' phone numbers or email addresses

Keystone Financial Group Global Highlights

North America
52

United States Of America
52

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Keystone Financial Group's Leadership

L. U.
President
Mobile Phone
Email
L. B.
President
Mobile Phone
Email
W. D. C.
Partner / Financial Advisor
Mobile Phone
Email
E. B.
Founding Partner
Mobile Phone
Email
F. B. M.
Partner Financial Planner
Mobile Phone
Email
G. A.
Competition Director
Mobile Phone
Email
S. M.
Client Relationship Manager
Mobile Phone
Email
J. P.
Wealth Manager
Mobile Phone
Email

Contact profiles from Keystone Financial Group

Name

Title

Contact Info

Location

Last Update

L. U.
President
Mobile Phone
Email
United StatesTexas
Oct 19, 2025
W. D. C.
Partner / Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Jun 02, 2025
E. B.
Founding Partner
Mobile Phone
Email
Oct 17, 2024
F. B. M.
Partner Financial Planner
Mobile Phone
Email
UNITED STATES
Jul 12, 2023
L. B.
President
Mobile Phone
Email
Oct 23, 2024
G. A.
Competition Director
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
S. M.
Client Relationship Manager
Mobile Phone
Email
United States
Nov 11, 2025
J. P.
Wealth Manager
Mobile Phone
Email
United StatesWisconsin
Oct 22, 2024
J. G.
Client Relations Manager
Mobile Phone
Email
United StatesKentucky
Apr 23, 2025
B. D.
Financial Advisor
Mobile Phone
Email
United StatesKentucky
Nov 24, 2025

Frequently Asked Questions

What is Keystone Financial Group known for?

Keystone Financial Group was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 527 Wellington Way, Suite 225; you can contact the main corporate office by phone at

+1-859-317-****

. Explore Keystone Financial Group's company overview page for more information.

What is Keystone Financial Group's most common email format?

Keystone Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Keystone Financial Group email formats with LeadIQ.

How many employees does Keystone Financial Group have currently?

Keystone Financial Group has approximately 21 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Keystone Financial Group's key employees and leadership?

As of December 2025, Keystone Financial Group's key employees include:

President: L. U.
President: L. B.
Partner / Financial Advisor: W. D. C.
Founding Partner: E. B.
Partner Financial Planner: F. B. M.

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