Nancy Ann Houska

Employer firm

Keystone Financial Group, Inc. CRD 129301

$247M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 11/2017
  Cambridge Investment Research Inc
  Fairfield, IA
• 11/2012 → Present
  Keystone Financial Group, Inc.
  Atlanta, GA
• 12/2017 → Present
  Keystone Financial Group, Inc.
  Atlanta, GA

Other Businesses

INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES - PART OF MY EMPLOYMENT RESPONSIBILITIES FOR KEYSTONE FINANCIAL GROUP, INC. I COMMUNICATE WITH INSURANCE PROVIDERS: OUR GENERAL AGENT IS "THE PALMER AGENCY" 1849 CLAIRMONT RD. DECATUR, GA 30033. THEY SOURCE OUT THE BEST TERM INSURANCE QUOTES FOR OUR CLIENTS WHEN REQUESTED. PACIFIC LIFE INSURANCE COMPANY-LONG TERM CARE POLICY INFORMATION AND QUOTES PENN MUTUAL INSURANCE COMPANY - EXISTING POLICY INFORMATION SUCH AS CASH VALUE AND STATEMENTS. I PRIMARILY AM THE LIAISON BETWEEN THE CLIENT AND THE INSURANCE COMPANY AND THE OWNER/AGENT OF OUR FIRM. I REQUEST QUOTES AND PROVIDE INFORMATION AND APPLICATIONS TO THE AGENT IN OUR FIRM. I SPEND APPROXIMATELY 5-10 HOURS A MONTH ON INSURANCE, IF THAT AS WE DO NOT WRITE THAT MUCH INSURANCE ANYMORE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-27
• S63 Uniform Securities Agent State Law Examination
  2009-03-14

Other Names

• Nancy Ann Coffman
• Nancy Ann Price