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Current Employers
Keystone Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-02-12
  • NE RA
    APPROVED
    Since 2026-02-12

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
Fiserv Omaha NE 08/2020 09/2021
Metropolitan Community College Omaha NE 06/2018 05/2019
Lincoln Financial Group Omaha NE 08/2014 08/2020
Pfs Investments Inc. Urbandale IA 07/2024 09/2025
Nei Global Relocation Omaha NE 04/2023 09/2025
Genesis Health Clubs Omaha NE 09/2022 09/2023
Td Ameritrade, Inc. Omaha NE 12/2021 04/2023
Keystone Financial Services, Llc Omaha NE 09/2025 Present
Private Client Services, Llc Omaha NE 10/2025 Present
  • 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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-15
S63 Uniform Securities Agent State Law Examination 2022-04-05
  • S65 Uniform Investment Adviser Law Examination
    2026-01-15
  • S63 Uniform Securities Agent State Law Examination
    2022-04-05

View on SEC IAPD

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