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Nancy Ann Houska

Keystone Financial Group, Inc.

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About Nancy Ann Houska

Nancy Houska is a registered Investment Advisor Representative with Keystone Financial Group, Inc. based in Atlanta, GA. Nancy has been in the financial services industry for over 9 years and has held previous roles with Cambridge Investment Research, Inc. and GWFS Equities, Inc. Nancy is also an Independent Insurance Agent, providing insurance quotes and information to clients. Nancy's focus is on providing financial planning, advisory consulting, and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Nancy Houska is currently registered with Keystone Financial Group, Inc.. Keystone Financial Group, Inc. is an investment advisory firm located in Atlanta, GA. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. With approximately $199 million in regulatory assets under management, they serve a variety of clients, including individuals, trusts, charities, and pension plans.
Keystone Financial Group, Inc.

6849 PEACHTREE DUNWOODY ROAD

ATLANTA, GA 30328

$199.59M

Assets Under Management

21

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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Nancy Houska’s Registration & Firm History

GA

08/28/2018 - Present

Keystone Financial Group, Inc. (ATLANTA GA)

GA

11/12/2012 - 12/11/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)

MO

05/19/2009 - 04/27/2012

GWFS EQUITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Ann Houska.
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