David Becker
Keystone Wealth Management · Waterloo, Iowa
David Becker is a fee-only financial advisor at Keystone Wealth Management in Waterloo, Iowa. David focuses on retirement planning. Keystone Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Keystone Wealth Management |
|---|---|
| Based in | Waterloo, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $137.4M across 533 accounts |
| SEC registration | Investment adviser representative in IA, MN, TX · CRD 3063973 |
| Exams passed | Series 63 (1998) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keystonewealth.com |
How David's firm compares
- Keystone Wealth Management's average account is about $258,000, from its Form ADV (assets managed divided by 533 accounts).
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Questions about David
Is David Becker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Keystone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Keystone Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Becker based?
David Becker is based in Waterloo, Iowa.
What does David specialize in?
David's specialties include retirement planning.
Is David Becker registered with the SEC?
Yes. David Becker is registered as an investment adviser representative in IA, MN and TX (CRD 3063973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Keystone Wealth Management manage?
Keystone Wealth Management reports $137.4M across 533 accounts in assets under management.
How do I contact David Becker?
Through David's website, www.keystonewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Keystone Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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