About Keystone Wealth Management

Keystone Wealth Management is a full-service financial advisory firm, owned and operated by Dave Becker, a Chartered Financial Consultant. We are committed to helping clients pursue their financial goals by offering a wide range of financial products and services to individuals, business owners and corporations.

As a Registered Investment Advisor, we are not constrained by the conflicts of interest that exist at some advisory firms, such as the requirement to offer proprietary products that pay higher commissions, restrictions on technology options or limitations of service.  This freedom allows us to choose what we believe to be the very best solutions to help our clients achieve their goals and objectives as efficiently and effectively as possible.  


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Administrative Assistant

Sharyl grew up in Vinton and has lived in Northeast Iowa for her entire life. She brought 19 years of industry experience when she joined Keystone Wealth in 2019. Her warm...

Financial Advisor, Owner

Dave is the main point of contact for all investment and portfolio-related questions.

He believes in clear and concise recommendations that are designed to directly address the...

How Can We Help You?

Find out how we can help you reach your financial freedom

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