Steven Myers (CRD# 7586888) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keener Financial Planning | Keller, TX | May 2021 - Current | 2 |
| Door Dash | Erie, PA | Nov 2020 - May 2021 | < 1 |
| Edinboro University | Edinboro, PA | Sep 2018 - Dec 2020 | 2 |
| Erie Insurance | Erie, PA | May 2020 - Nov 2020 | < 1 |
| Tom Musgrave Electric | Edinboro, PA | Jul 2019 - May 2020 | < 1 |
| Charlies Pub & Eatery | Edinboro, PA | Dec 2018 - Jul 2019 | < 1 |
| Pizza Hut | Edinboro, PA | May 2018 - Sep 2018 | < 1 |
| Full-time Education | Edinboro, PA | Dec 2016 - May 2018 | 1 |
| Little Caesars | Edinboro, PA | Mar 2016 - Dec 2016 | < 1 |
| Full Time Student | Edinboro, PA | Jun 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- TX
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts554ACCOUNTS
-
Average Account Value$530,231
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, ID, LA, NC, TN, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.