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Jennifer K Walenter

Keystone Financial Services

Loveland, CO

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Current Employers
Keystone Financial Services

4090 Clydesdale Pkwy Suite 201, Loveland, CO 80538 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-16
CO RA APPROVED 2025-05-05
  • TX RA
    APPROVED
    Since 2025-12-16
  • CO RA
    APPROVED
    Since 2025-05-05

Branch Locations

4090 Clydesdale Pkwy Suite 201, Loveland, CO 80538 • 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
Edward Jones St. Louis MO 11/2010 04/2023
Edward Jones St. Louis MO 04/2023 04/2024
Keystone Financial Services Loveland CO 04/2024 05/2025
Keystone Financial Services Loveland CO 06/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-03
  • S65 Uniform Investment Adviser Law Examination
    2025-05-03
Other Names
  • Jennifer K Perez

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

GENE LEE ELDER
ANDREW PAUL FLANSCHA
JEFFREY ALAN LOSH
Megan Joyce Van Dorin
Brandi Lee Kroese
Elizabeth Yenni
Amy Lou Hloucal
KRISTINA LYNN PEACH

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · LOVELAND, CO
OSAIC WEALTH, INC. · Loveland, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Loveland, CO
THRIVENT INVESTMENT MANAGEMENT INC. · Loveland, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOVELAND, CO
EDWARD JONES · LOVELAND, CO
LPL FINANCIAL LLC · LOVELAND, CO
LPL FINANCIAL LLC · LOVELAND, CO

More in Loveland, CO

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