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MS

Michael D. Stevenson

KEYSTONE FINANCIAL SERVICES
LOVELAND, CO 80538
Some features on this profile are disabled
CRD#: 7474406
MS

Professional summary

Michael David Stevenson, who also goes by Michael D Stevenson, is a registered financial advisor currently at KEYSTONE FINANCIAL SERVICES located in Loveland, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael D Stevenson

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 Michael David Stevenson'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

January 5, 2026 - Present

KEYSTONE FINANCIAL SERVICES

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

June 13, 2023 - December 31, 2025

NAVIGATION WEALTH MANAGEMENT

RIA
CRD#: 282640
FORT COLLINS, CO
Past

March 11, 2022 - March 10, 2023

NYLIFE SECURITIES LLC

BD
CRD#: 5167
FORT COLLINS, 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
(1/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/3/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/11/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/30/2022
Securities Industry Essentials 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 (5 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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