Keener Financial Planning

Keener Financial Planning (CRD# 147615) is a financial advisory firm headquartered in Keller, TX. They manage $102,191,688 in 335 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $305,050
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Keener Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
Jean E. Keener
CRD#: 5560479
200 N. Rufe Snow Dr., Suite 108, Keller, TX 76248
96
Wealthminder
score

Jean Keener (CRD# 5560479) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 10 years of experience in the finance industry. Jean Keener has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Elizabeth Shurtz
CRD#: 6416118
200 N. Rufe Snow Dr., Suite 108, Keller, TX 76248
93
Wealthminder
score

Elizabeth Shurtz (CRD# 6416118) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 3 years of experience in the finance industry. Elizabeth Shurtz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Rachel P. Songer
CRD#: 6073340
200 N. Rufe Snow Dr., Suite 108, Keller, TX 76248
93
Wealthminder
score

Rachel Songer (CRD# 6073340) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 4 years of experience in the finance industry. Rachel Songer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Patricia A. Priddy
CRD#: 6595138
200 N. Rufe Snow Dr., Suite 108, Keller, TX 76248
91
Wealthminder
score

Patricia Priddy (CRD# 6595138) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 2 years of experience in the finance industry. Patricia Priddy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.