AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GO

Grant A. Ostrander

KEYSTONE FINANCIAL GROUP
LEXINGTON, KY 40503
CRD#: 8036451
Some features on this profile are disabled
GO
Grant Aaron Ward OstranderKEYSTONE FINANCIAL GROUP

Professional summary

Grant Aaron Ward Ostrander is a registered financial advisor currently at KEYSTONE FINANCIAL GROUP, LLC located in Lexington, Kentucky.

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

At a Glance

Always Fiduciary

Aliases

None

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 Grant Aaron Ward Ostrander'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 27, 2025 - Present

KEYSTONE FINANCIAL GROUP, LLC

Office #1: 527 Wellington Way, Ste 225, Lexington, KY 40503
RIA
CRD#: 170201
LEXINGTON, KY

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 GROUP, LLC
ATHLETIC ESSENTIALS | WATTS FINANCIAL CORP | STONEWALL MANAGEMENT | SOLOPRENUER FINANCIAL | SEALS FINANCIAL PLANNING | R. L. BROWN WEALTH MANAGEMENT | KEYSTONE FINANCIAL GROUP, LLC | JENNINGS AND ASSOCIATES | J.R. YOUNG COMPANY | HARRIS FINANCIAL

CRD#: 170201 / SEC#: 801-79274

RIA
Registered Investment Advisory firm - (2/26/2014 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
Kentucky
(1/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/17/2025
Uniform Investment Adviser Law Examination

Current Firm

KF
KEYSTONE FINANCIAL GROUP, LLC
ATHLETIC ESSENTIALS | WATTS FINANCIAL CORP | STONEWALL MANAGEMENT | SOLOPRENUER FINANCIAL | SEALS FINANCIAL PLANNING | R. L. BROWN WEALTH MANAGEMENT | KEYSTONE FINANCIAL GROUP, LLC | JENNINGS AND ASSOCIATES | J.R. YOUNG COMPANY | HARRIS FINANCIAL

CRD#: 170201 / SEC#: 801-79274

RIA
Registered Investment Advisory firm - (2/26/2014 Approved)
Loading...

Contact information

Main Address
527 Wellington Way, Ste 225, Lexington, KY 40503
Mailing Address
Phone number
(859) 317-8316
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KEYSTONE FINANCIAL GROUP, LLC ADV PART 2A (12/4/2025)
KEYSTONE FINANCIAL GROUP, LLC ADV PART 2A APPENDIX 1 (3/25/2025)

Regulatory assets under management

Total Number of Accounts6,153
AUM (Assets Under Management)$ 1,858,938,537

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 GROUP, LLC

CRD#: 170201Lexington, KY 40503

TRUST BUT VERIFY

Monitor Grant Ostrander

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Morgan Murray
Morgan MurrayAdvisorCheck Check Mark
ABRI LLC
IAR
LEXINGTON, KY
GF
Ginger FordAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES, INC.
RR
Lexington, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.