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Keith L. Sechler

Keystone Financial Planning, Inc.

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About Keith L. Sechler

Keith L. Sechler is a financial advisor with Keystone Financial Planning, Inc. Keith has been a registered Investment Advisor since December 10, 1999 and is a Certified Financial Planner. Keith is licensed in both Ohio and Texas. The advisor's office is located in Middleburg Heights, Ohio. Keystone Financial Planning, Inc. provides financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Keith Sechler is currently registered with Keystone Financial Planning, Inc.. Keystone Financial Planning, Inc. is a registered investment advisor located in MIDDLEBURG HEIGHTS, OH. The firm manages approximately $351,183,124 in assets for 434 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning and portfolio management services for individuals.
Keystone Financial Planning, Inc.

7261 ENGLE ROAD #308

MIDDLEBURG HEIGHTS, OH 44130

$351.18M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Sechler’s Registration & Firm History

OH

11/14/2006 - Present

Keystone Financial Planning, Inc. (MIDDLEBURG HTS. OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith L. Sechler.
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