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Current Employers
Keystone Financial Services, Llc

9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-28
NE RA APPROVED 2026-04-28
TX RA APPROVED_RES 2020-10-22
  • FL RA
    APPROVED
    Since 2026-04-28
  • NE RA
    APPROVED
    Since 2026-04-28
  • TX RA
    APPROVED_RES
    Since 2020-10-22

Branch Locations

9802 Nicholas Street Suite 315A, Omaha, NE 68114 • 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 Omaha NE 10/2010 Present
Cetera Advisor Networks Llc El Segundo CA 09/2011 06/2020
Keystone Financial Services, Llc Omaha NE 06/2020 Present
Cetera Advisor Networks Llc Omaha NE 10/2014 06/2020
Private Client Services Omaha NE 06/2020 Present
  • 10/2010 → Present
    Keystone Financial
    Omaha, NE
  • 09/2011 → 06/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2020 → Present
    Omaha, NE
  • 10/2014 → 06/2020
    Cetera Advisor Networks Llc
    Omaha, NE
  • 06/2020 → Present
    Private Client Services
    Omaha, NE
Previous Registrations
  • 2016-01-13 → 2020-06-30
    Cetera Wealth Services, Llc
    Omaha, NE
Other Businesses

1) ASPIRING EAGLES. 9802 NICHOLAS ST, SUITE 315A, OMAHA, NE 68114. OFFICE RENTAL. PARTIAL OWNER. 2 HRS/MO; 0 DURING TRADING HRS. 2) KEYSTONE FINANCIAL SERVICES. 9802 NICHOLAS, SUITE 315A. INSURANCE- LIFE, DISABILITY, LTC. SELLING INSURANCE (AGENT). 10 HRS/MO; O DURING TRADING HRS. 3) JUSTIN SHOLIN IS DUALLY REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH KEYSTONE FINANCIAL SERVICES, LLC ("KEYSTONE") AND AS A REGISTERED REPRESENTATIVE WITH PRIVATE CLIENT SERVICES, LLC ("PCS"). BUSINESS IS CONDUCTED FROM 9802 NICHOLAS STREET, SUITE 315A, OMAHA, NE 68114. APPROXIMATELY 90% OF MR. SHOLIN'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE OF KEYSTONE AND THE BALANCE AS A REGISTERED REPRESENTATIVE WITH PCS. 4) MOONSTONE POINT LLC. 576 MOONSTONE ROAD, BRECKENRIDGE, CO 80435. HOUSE RENTAL. HOUSE UPKEEP. 5 HRS/MO; 0 DURING TRADING HRS. 5) TRIAD PARTNERS LLC, NOT INVESTMENT RELATED. 9802 NICHOLAS STREET, SUITE 315, OMAHA, NE 68114. OWNERSHIP IN REAL ESTATE. PARTNER. 1/1/2025. 20 HRS/MO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-04
S66 Uniform Combined State Law Examination 2012-05-25
  • S65 Uniform Investment Adviser Law Examination
    2015-12-04
  • S66 Uniform Combined State Law Examination
    2012-05-25
Designations
Other Names
  • Justin N Sholin

View on SEC IAPD

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