Keener Financial Planning

Keener Financial Planning (CRD# 147615) is a financial advisory firm headquartered in Keller, TX. They manage $63,500,000 in 268 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $236,940
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
  • Selection of other advisers (including private fund managers)
  • 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 - 3 of 3 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 8 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
Rachel P. Songer
CRD#: 6073340
200 N. Rufe Snow Dr., Suite 108, Keller, TX 76248
89
Wealthminder
score

Rachel Songer (CRD# 6073340) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 2 years of experience in the finance industry.

3
Elizabeth Shurtz
CRD#: 6416118
200 N. Rufe Snow Dr., Suite 108, Keller, TX 76248
88
Wealthminder
score

Elizabeth Shurtz (CRD# 6416118) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 2 years of experience in the finance industry.

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