Lana Renee Trofholz
Investment adviser representative at Keystone Financial Services, LLC
13 yearsExperience
1 stateRegistered in
$240.3MFirm assets
5 yearsFirm in business
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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
13 years in the industry.
- Keystone Financial Services, LLCJan 2024 to now
- Private Client Services, LLCJan 2024 to now
- Cetera Advisor Networks LLCAug 2023 to Jan 2024
- Cetera Investment Advisers LLCAug 2023 to Jan 2024
- Securian Financial Services, Inc.Nov 2022 to Aug 2023
- Carlson Tax and AccountingDec 2021 to Mar 2022
- Crawford FinancialJul 2013 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7665999
- Firm CRD
- 308397