What departments does Keystone Financial Group have?

Keystone Financial Group has employees across 4 departments including Finance, Banking, Sales, Customer Success.

What is the largest department at Keystone Financial Group?

The largest department at Keystone Financial Group is Banking with 3 employees.

Where are Keystone Financial Group employees located globally?

Keystone Financial Group has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Keystone Financial Group's team size changed over time?

Keystone Financial Group's team has decreased from approximately 25 to 21 employees based on available data.

Keystone Financial Group Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Keystone Financial Group is an independent financial services firm headquartered in Lexington, Kentucky, at 527 Wellington Way Suite 225. It offers a range of advisory and planning services including comprehensive financial planning, retirement planning, portfolio management, estate planning, education planning, and guidance on 401(k)s, IRAs, and trust accounts, along with insurance planning, charitable giving, and risk management. Securities are offered through LPL Financial, a FINRA/SIPC member, while investment advice is provided by Keystone Financial Group as a registered investment adviser separate from LPL. The firm describes a client-partner approach focused on education, communication, and service to help clients address financial matters with confidence. The company employs 11-50 people and, in 2023, reported an investment of approximately 1.48 million in The Walt Disney Company.

Keystone Financial Group Global Highlights

North America
69

United States Of America
69

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Keystone Financial Group's Leadership

L. B.
President
Mobile Phone
Email
E. B.
Founding Partner
Mobile Phone
Email
N. A. B.
Financial Advisor, Cfp® Professional
Mobile Phone
Email
A. Q.
Administrative & Tax Assistant
Mobile Phone
Email
A. W.
Financial Advisor
Mobile Phone
Email
A. G.
Financial Planner
Mobile Phone
Email
C. D.
Registered Sales Assistant
Mobile Phone
Email
G. M.
Client Services Associate
Mobile Phone
Email

Keystone Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Keystone Financial Group

Name

Title

Contact

Location

Last Update

E. B.
Founding Partner
Mobile Phone
Email
Oct 17, 2024
L. B.
President
Mobile Phone
Email
Oct 23, 2024
N. A. B.
Financial Advisor, Cfp® Professional
Mobile Phone
Email
Jun 27, 2026
A. Q.
Administrative & Tax Assistant
Mobile Phone
Email
Oct 21, 2024
A. W.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
A. G.
Financial Planner
Mobile Phone
Email
Jun 08, 2026
C. D.
Registered Sales Assistant
Mobile Phone
Email
Oct 18, 2024
G. M.
Client Services Associate
Mobile Phone
Email
Oct 21, 2024
J. M.
Sales Assistant
Mobile Phone
Email
Oct 17, 2024
T. J.
Financial Advisor
Mobile Phone
Email
United KingdomEngland
Aug 04, 2024

Frequently Asked Questions

What is Keystone Financial Group known for?

Keystone Financial Group was founded in 2008 operates in the Financial Services industry; 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 20 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of July 2026, Keystone Financial Group's key employees include:

President: L. B.
Founding Partner: E. B.
Financial Advisor, Cfp® Professional: N. A. B.
Administrative & Tax Assistant: A. Q.
Financial Advisor: A. W.

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Keystone Financial Group Employee Directory

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