Michael David Stevenson

Employer firm

Keystone Financial Services CRD 310623

$379M regulatory AUM 115 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2011 → 05/2021
  Full Time Student
  Fort Collins, CO
• 02/2021 → 12/2021
  Cintas Corporation
  Greeley, CO
• 02/2021 → 05/2022
  Weld Re4 School District
  Windsor, CO
• 12/2021 → 03/2023
  New York Life Insurance Company
  Fort Collins, CO
• 03/2022 → 03/2023
  Nylife Securities Llc
  Fort Collins, CO
• 06/2023 → 01/2026
  Navigation Wealth Management, Inc.
  Fort Collins, CO
• 03/2023 → 01/2026
  Navigation Wealth Management, Inc.
  Fort Collins, CO
• 05/2023 → 01/2026
  Navigation Financial Services
  Fort Collins, CO
• 01/2026 → Present
  Keystone Financial Services
  Loveland, CO

Previous Registrations

• 2023-06-13 → 2025-12-31
  Navigation Wealth Management
  Fort Collins, CO
  Fort Collins, CO

Other Businesses

1) Insurance agent; Investment Related; Not actively soliciting business; Fort Collins, CO; Insurance; Insurance agent; 05/2023; 10/MO; 0/MO 2) Navigation Wealth Management, Inc.; Investment Related; Fort Collins, CO; Consultant; Start Date 01/2026; 10 hours/month; Will consult on transition of business

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-03

Other Names

• Michael D Stevenson