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Grant Aaron Ward Ostrander

Keystone Financial Group, LLC

Lexington, KY

CRD 8036451

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Employer firm

Keystone Financial Group, LLC CRD 170201

$2.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Keystone Financial Group, Llc

527 Wellington Way, Ste 225, Lexington, KY 40503 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-27
  • KY RA
    APPROVED
    Since 2025-01-27

Branch Locations

527 Wellington Way, Ste 225, Lexington, KY 40503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keystone Financial Group, Llc Lexington KY 01/2025 Present
Harris Federal Law Firm Lexington KY 10/2007 Present
Other Businesses

Administrative Processing and Services - Director of Operations - Legal Services - during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-17
  • S65 Uniform Investment Adviser Law Examination
    2025-01-17

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC

Nearby Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

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