Travis Lee Sholin
Investment adviser representative at Keystone Financial Services, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$240.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Keystone Financial Services, LLCJun 2020 to now
- Private Client ServicesJun 2020 to now
- Cetera Advisor Networks LLCJun 2014 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, NE).
Keystone Financial Services, LLC
$240.3MAssets managed
1,043Clients
7Advisers
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
- 6329892
- Firm CRD
- 308397