About Our Broker-Dealer
Helping You Thrive
Keystone Financial Management is affiliated with Osaic Wealth, Inc., one of the largest networks of independent wealth management firms in the United States. You’ll maintain the local feel and receive the national support you need to thrive as a financial advisor.
About Osaic Wealth, Inc.
Osaic Wealth, Inc. supports our affiliated advisors with resources and community designed for the future of wealth management.
Step 1:
Getting to Know You
We’ll get to know both you and your business. After you complete some online pre-registration forms, we’ll help you determine how best to move forward.
Step 2:
Creating the Game Plan
Next, we’ll work with you to create your customized game plan. You’ll have to complete a few more forms, but then we’ll be ready to make the next move.
Step 3:
Making the Transition
We’ll help move your book of business and provide you key website tools and systems for training. You’re advertising pieces will also be submitted to our team for review.
Step 4:
Getting Started
We’ll give a final review of your accounts before introducing you to our service group. They’ll be by your side for ongoing support and assistance. Then, you’re ready to get started!