Keith Casey Mahan
Investment adviser representative at Stonecrest Wealth Management, Inc
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$375.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Stonecrest Wealth Management, IncDec 2020 to now
- Kingswood Capital Partners, LLCDec 2020 to now
- Lincoln InvestmentJun 2012 to Dec 2020
- Capital Analysts, IncorporatedJul 1992 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Stonecrest Wealth Management, Inc
$375.8MAssets managed
385Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2293433
- Firm CRD
- 311404