Keith C. Mahan
STONECREST WEALTH MANAGEMENT,
Chandler, AZ 85226
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CRD#: 2293433
Professional summary
Keith Casey Mahan, AIF®, CFP®, who also goes by Clarence Mahan, is a registered financial advisor currently at STONECREST WEALTH MANAGEMENT, INC located in Chandler, Arizona and KINGSWOOD CAPITAL PARTNERS, LLC located in Chandler, Arizona.
Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Keith has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Business Succession Planning
Estate Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Clarence Mahan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Keith (Casey) Mahan is dually-registered as an Investment Advisor Representative with StoneCrest Wealth Management, Inc. - since 12/2020) and as a Registered Representative with Kingswood Capital Partners, LLC ("Kingswood" - since 12/2020). Business is conducted from 118 S Kyrene Road, Suite 4, Chandler, AZ 85226. Approximately 90% of Mr. Mahahan's time is for services as an Investment Advisor Representative and the balance as a Registered Representative. StoneCrest and are not affiliated.
Licensed insurance professionals. Same address. Less than 10% of business time.
KCASHMAN 118 KYRENE LLC
POSITION: PRESIDENT NATURE: REAL ESTATE MANAGEMENT INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 03/12/2014
ADDRESS: 118 S. KYRENE ROAD, SUITE 4, CHANDLER AZ 85226
DESCRIPTION: MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Keith Casey Mahan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
December 10, 2020 - Present
STONECREST WEALTH MANAGEMENT, INC
Office #1: 118 S Kyrene Road Suite 4, Chandler, AZ 85226RIA
CRD#: 311404
Chandler, AZ
Current
December 1, 2020 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 118 S Kyrene Rd #4, Chandler, AZ 85226BD
CRD#: 288898
Chandler, AZ
Past
December 26, 2017 - December 1, 2020
CAPITAL ANALYSTS
RIA
CRD#: 162200
Chandler, AZ
Past
June 1, 2012 - December 1, 2020
LINCOLN INVESTMENT
BD
CRD#: 519
CHANDLER, AZ
Past
November 30, 1992 - June 1, 2012
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
CHANDLER, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STONECREST WEALTH MANAGEMENT, INC
STONECREST WEALTH MANAGEMENT, INC
CRD#: 311404 / SEC#: 801-119878
RIA
Registered Investment Advisory firm - (12/1/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/1/2020)
IAR
Arizona(12/10/2020)
RR
Arkansas(12/1/2020)
RR
California(12/1/2020)
RR
Colorado(1/3/2023)
RR
Florida(12/1/2020)
RR
Georgia(12/1/2020)
RR
Illinois(12/1/2020)
RR
Louisiana(2/14/2023)
RR
Michigan(12/1/2020)
RR
Montana(12/1/2020)
RR
New Jersey(12/1/2020)
RR
New Mexico(12/1/2020)
RR
New York(3/16/2023)
RR
North Carolina(6/30/2025)
RR
Pennsylvania(12/1/2020)
RR
Rhode Island(12/23/2020)
RR
Texas(12/1/2020)
IAR
Texas(3/24/2021)
RR
Utah(12/1/2020)
RR
Washington(12/1/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STONECREST WEALTH MANAGEMENT, INC
STONECREST WEALTH MANAGEMENT, INC
CRD#: 311404 / SEC#: 801-119878
RIA
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Contact information
Main Address
118 S Kyrene Road Suite 4, Chandler, AZ 85226
Mailing Address
Phone number
(602) 258-9400
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 946 |
| AUM (Assets Under Management) | $ 307,364,055 |
Red Flags
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Company Information
STONECREST WEALTH MANAGEMENT, INC
CRD#: 311404Chandler, AZ 85226TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
