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Michael William Kretz

Keystone Financial Group, LLC

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About Michael William Kretz

Michael William Kretz is a registered investment advisor representative with Keystone Financial Group, LLC and has been in the industry since October 7, 2001. Michael William Kretz offers financial planning, portfolio management for individuals, and educational seminars. Keystone Financial Group, LLC is located in Lexington, KY and has been in business since January 2014. The firm is primarily focused on providing financial planning and portfolio management services to high net worth individuals, corporations, and charitable organizations.

Firm Information

Michael Kretz is currently registered with Keystone Financial Group, LLC. Keystone Financial Group, LLC is an investment advisor headquartered in LEXINGTON, KY. The firm has 33 licensed agents, and its regulatory assets under management (AUM) are $1,509,725,992. Keystone Financial Group, LLC provides financial planning, portfolio management for individuals, and educational seminars. The firm caters to individuals (both high-net-worth and other), corporations or other businesses, and charitable organizations.
Keystone Financial Group, LLC

527 WELLINGTON WAY, STE 225

LEXINGTON, KY 40503

$1.51B

Assets Under Management

Not reported

Total Clients

30

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Michael Kretz’s Registration & Firm History

KY

03/31/2014 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

KY

10/08/2001 - 06/06/2008

EDWARD JONES (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 01/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael William Kretz.
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