Why Join KFM
Discover How You Can Reach the Next Level of Success.
Why join the team of financial advisors at Keystone Financial Management? Perhaps you’re looking for big-broker support with a small-broker feel? Or maybe you’re simply planning for the future of your business and want to ensure that it falls into good hands?
Whatever the reason may be, Keystone Financial Management provides you with the strength you need to reach the next level of success. With competitive compensation, back-office support, and an open architecture that nurtures your unique vision, we’ll be more than just your broker-dealer. We’ll be your partner in every sense of the word.
Flexibility & Freedom
For years, broker-dealers have been forcing their financial advisors into their mold, pushing them to conform to corporate structures that may no longer be effective. We understand that what works for one advisor may not be a good fit for another. That’s why we provide flexibility and freedom to any advisor who joins our team. We understand that you have a vision, and we won’t stand in the way of turning that dream into a reality.
With our open architecture, you can maintain the autonomy you desire and deserve while still having access to the premier technologies, support, and solutions you require to bring your business goals to fruition. With multiple Keystone Financial Management offices, your practice is backed by local and national resources that will help move it forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients.
Competitive Compensation
We take pride in offering some of the most competitive payouts in the industry. We will work with you at the local level to design an aggressive, OSJ-level compensation structure that fits your business model, not one that is set nationally by a broker-dealer.
Be recognized and rewarded for dedication, hard work, and client service excellence with our exclusive Top Producer Program Benefits.
OSJ Office Support
If you’re looking to improve your performance, our one-of-a-kind Advisor Resource Center is an experienced and dedicated team with concierge service to help support your practice and your day-to-day business operations with industry-leading technology, practice management, market development, training, and business support.
In addition, we can introduce you to the dozens of programs, integrations, and technologies available for you to take advantage of. With the tools and support you need at your fingertips, you can quickly get back to building relationships with your clients and bring your business closer to its goals.
Affiliation Options
Affiliate the way that makes sense for your business vision. Find an affiliation model based on the level of independence and support you want, while using your own unique business name. As your business evolves, your affiliation can change with it.
Four affiliation options are also available for advisors: Individual Advisor Affiliation, Producer Group Affiliation, Site Manager Affiliation, and Advisor Team Model Affiliation. Your affiliation is customized to provide the resources you need to build and support your business. Our regional OSJ provides financial advisors with full compliance, business-processing support and supervision backing. You can also take advantage of different levels of local support, depending on your business model.