Shareholder · Keystone Financial Planning, Inc
Linda A. Borowiak
CRD 4441369 · Named on Form ADV at one SEC-registered adviser
At a glance
Keystone Financial Planning, Inc, an SEC-registered wealth manager based in Westlake, OH with $407 million in regulatory assets, lists Linda A. Borowiak on its Form ADV as Shareholder, a control person.
Firms and roles
- Keystone Financial Planning, IncShareholderWealth manager · Westlake, OH · $407M in regulatory assets
AtlasMembers
Linda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Keith L. SechlerCEO, Treasurer, Keystone Financial Planning, Inc
- Brigitte PalumboChief Compliance Officer/president/secretary, Keystone Financial Planning, Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Linda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.