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Detailed Report
TRAVIS LEE SHOLIN
CRD#: 6329892
IA
Investment Adviser
B
Broker
KEYSTONE FINANCIAL SERVICES, LLCCRD#: 308397 9802 NICHOLAS STREET
SUITE 315A
OMAHA, NE 68114
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 9802 NICHOLAS ST
SUITE 315A
OMAHA, NE 68114
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - 2020 (5 years)2 FIRMS2020 - Present (4 years)
License(s)

State Registrations

B
Colorado 6/30/2020
B
Nebraska 6/30/2020
IA
Florida 4/19/2021
IA
Nebraska 6/30/2020
B
Kansas 1/21/2025

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
KEYSTONE FINANCIAL SERVICES, LLC (CRD#:308397)
9802 NICHOLAS STREET SUITE 315A, OMAHA, NE 68114
Registered with this firm since 6/30/2020
B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
9802 NICHOLAS ST SUITE 315A, OMAHA, NE 68114
Registered with this firm since 6/30/2020
Previous Registration(s)
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IA
 10/27/2014 - 06/30/2020 CETERA ADVISOR NETWORKS LLC (CRD#:13572) OMAHA, NE
B
 10/02/2014 - 06/30/2020 CETERA ADVISOR NETWORKS LLC (CRD#:13572) OMAHA, NE
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.