Benjamin Mathew Sande

Employer firm

Keystone Financial Services, LLC CRD 308397

$240M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2020 → 09/2021
  Fiserv
  Omaha, NE
• 06/2018 → 05/2019
  Metropolitan Community College
  Omaha, NE
• 08/2014 → 08/2020
  Lincoln Financial Group
  Omaha, NE
• 07/2024 → 09/2025
  Pfs Investments Inc.
  Urbandale, IA
• 04/2023 → 09/2025
  Nei Global Relocation
  Omaha, NE
• 09/2022 → 09/2023
  Genesis Health Clubs
  Omaha, NE
• 12/2021 → 04/2023
  Td Ameritrade, Inc.
  Omaha, NE
• 09/2025 → Present
  Keystone Financial Services, Llc
  Omaha, NE
• 10/2025 → Present
  Private Client Services, Llc
  Omaha, NE

Other Businesses

1) Benjamin Sande is dually registered as an Investment Advisor Representative ("IAR") of Keystone Financial Services, LLC ("Keystone") and as a Registered Representative ("RR") of Private Client Services, LLC ("PCS"). Business is conducted from 9802 Nicholas Street, Suite 315A;, Omaha, NE, 68114. Approximately 90% of Mr. Sande's time is dedicated as an IAR of Keystone, with the balance as an RR of PCS. 2) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Healing Kadi Foundation; Not investment-related; Omaha, NE 68108; Charitable Organization; Secretary; Takes meeting minutes during board meetings, votes on board decisions (excluding financial and investment decisions), participates in Executive Team meetings with the board president, vice president, and executive director. Also helps coordinating fundraising events; Less than 5% of time during the month. 4) Smith Kroeger; Not investment-related; Omaha, NE 68154; Brand Advertising / Marketing; Brand Ambassador; Brand ambassador. I mainly advertise for Smith Kroeger's client Nebraska Lottery. I will attend various events in Nebraska and hand out free lottery tickets and prizes; Less than 5% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-15
• S63 Uniform Securities Agent State Law Examination
  2022-04-05