Crey D Keitzer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-10-11
PA	RA	APPROVED	2016-10-25

TX RA
APPROVED

Since 2018-10-11
PA RA
APPROVED

Since 2016-10-25

Branch Locations

2009 Mackenzie Way Ste 100, Cranberry Township, PA 16066 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Pittsburgh	PA	07/2013	Present
Stratos Wealth Partners	Sewickley	PA	07/2015	04/2025

07/2013 → Present

Lpl Financial Llc

Pittsburgh, PA
07/2015 → 04/2025

Stratos Wealth Partners

Sewickley, PA

Previous Registrations

2015-07-08 → 2025-09-29

Stratos Wealth Partners, Ltd

Sewickley, PA

Pittsburgh, PA

Cranberry Township, PA

Grove City, PA

Other Businesses

(1) 07/10/2015: STRATOS WEALTH PARTNERS - INV REL - 1603 CARMODY CT, SUITE 300 SEWICKLEY, PA 15143 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 07/01/2015 - 160 HOURS PER MONTH, 160 DURING TRADING - RIA. (2) 12/02/2015: No Business Name - Non-Variable Insurance - inv rel - at reported business location(s) - start 11/24/2015 - 5 Hr/Mo; 1 Hour(s) During Securities Trading - Life, Health, DI, LTC, Fixed Annuities (3) 09/02/2016: North Star Strategic Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 1603 Carmody Court Suite 300, Sewickley, PA 15143 - Start 09/01/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading (4) 07/09/2019 - North Star Capital Planning - Investment related - At reported business location(s) - Insurance Agency - start date:02/04/2019 - 40 hrs/mo - 1 hr during trading. (5) 3/16/2023 - Capture Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/31/2023 - 120 Hours Per Month/100 Hours During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-02-17

S66 Uniform Combined State Law Examination

2014-02-17

View on SEC IAPD