Jennifer Walenter
Keystone Financial Services · Loveland, Colorado
Jennifer Walenter is a fee-only financial advisor at Keystone Financial Services in Loveland, Colorado. Jennifer focuses on retirement planning, estate & legacy planning and physicians & residents. Keystone Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Physicians
- High earners
Facts
| Firm | Keystone Financial Services |
|---|---|
| Based in | Loveland, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $379.2M across 1,025 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5863891 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.keystonefinancial.com |
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Questions about Jennifer
Is Jennifer Walenter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Keystone Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Keystone Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Jennifer charge?
According to Keystone Financial Services's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Jennifer Walenter based?
Jennifer Walenter is based in Loveland, Colorado.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning, estate & legacy planning and physicians & residents. Jennifer works with tech employees, physicians and high earners.
Is Jennifer Walenter registered with the SEC?
Yes. Jennifer Walenter is registered as an investment adviser representative in CO and TX (CRD 5863891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keystone Financial Services manage?
Keystone Financial Services reports $379.2M across 1,025 accounts in assets under management.
How do I contact Jennifer Walenter?
Through Jennifer's website, www.keystonefinancial.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 Financial Services 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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