Michael W. Hobbs
Investment adviser representative at Keystone Financial Group, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
Are you Michael W. Hobbs? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Keystone Financial Group, LLCJan 2019 to now
- LPL Financial LLCMar 2008 to now
- Michael W. Hobbs PllcFeb 2008 to now
- Kentucky Trust CompanyMar 2008 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (KY).
Keystone Financial Group, LLC
$2.3BAssets managed
6,628Clients
34Advisers
12 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
- 4734841
- Firm CRD
- 170201