Keystone Financial Planning Inc
Legal Name: KEYSTONE FINANCIAL PLANNING, INC
7261 ENGLE ROAD #308, MIDDLEBURG HEIGHTS, OH
Full Contact Details
Keystone Financial Planning Inc
7261 ENGLE ROAD #308, MIDDLEBURG HEIGHTS, OH
440-234-6323
440-234-6844
Other Info
Keystone Financial Planning Inc is legally known as KEYSTONE FINANCIAL PLANNING, INC. It is an OH Corporation. This firm has 2 employees, of which 2 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 14, 1987.
Direct Owners
-
BRIGITTE PALUMBO
CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY owns less than 5%
-
KEITH L. SECHLER
PRESIDENT/TREASURER owns more than 50% but less than 75%
-
LINDA A. BOROWIAK
SHAREHOLDER owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 5, 2019
- VANGUARD WHITEHALL FDS INC $9,024k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $8,792k
- PFIZER INC $8,645k
- UNILEVER PLC $8,056k
- COCA-COLA CO $8,002k
- AT&T INC $7,734k
- ISHARES TR CORE HIGH DV ETF $7,668k
- Chevron Corp $7,334k
- PEPSICO INC $6,868k
- DOMINION ENERGY INC $6,796k