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JW

Jennifer K. Walenter

KEYSTONE FINANCIAL SERVICES
LOVELAND, CO 80538
Some features on this profile are disabled
CRD#: 5863891
JW

Professional summary

Jennifer K Walenter, who also goes by Jennifer K Perez, is a registered financial advisor currently at KEYSTONE FINANCIAL SERVICES located in Loveland, Colorado.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jennifer has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer K Perez

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer K Walenter's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 5, 2025 - Present

KEYSTONE FINANCIAL SERVICES

Office #1: 4090 Clydesdale Pkwy Suite 201, Loveland, CO 80538
RIA
CRD#: 310623
LOVELAND, CO

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".
KF
KEYSTONE FINANCIAL SERVICES
KEYSTONE FINANCIAL SERVICES | KEYSTONE FINANCIAL SERVICES, LLC

CRD#: 310623 / SEC#: 801-119534

RIA
Registered Investment Advisory firm - (9/25/2020 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.

Highlighted states indicate IAR registrations

IAR
Colorado
(5/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/3/2025
Uniform Investment Adviser Law Examination

Current Firm

KF
KEYSTONE FINANCIAL SERVICES
KEYSTONE FINANCIAL SERVICES | KEYSTONE FINANCIAL SERVICES, LLC

CRD#: 310623 / SEC#: 801-119534

RIA
Registered Investment Advisory firm - (9/25/2020 Approved)
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Contact information

Main Address
4090 Clydesdale Pkwy Suite 201, Loveland, CO 80538
Mailing Address
Phone number
(970) 744-5408
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/10/2025)

Regulatory assets under management

Total Number of Accounts999
AUM (Assets Under Management)$ 305,679,394

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KEYSTONE FINANCIAL SERVICES

CRD#: 310623Loveland, CO 80538

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