Keener Financial Planning
Keener Financial Planning (CRD# 147615) is a financial advisory firm headquartered in Keller, TX. They manage $293,747,764 in 554 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management294MILLION
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Total Number of Accounts554ACCOUNTS
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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
Megan Coyne (CRD# 6742692) is an Investment Advisor Representative working at Keener Financial Planning in Durham, NC and has over 5 years of experience in the finance industry.
Jean Keener (CRD# 5560479) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 15 years of experience in the finance industry.
Rachel Songer (CRD# 6073340) is an Investment Advisor Representative working at Keener Financial Planning in Kuna, ID and has over 10 years of experience in the finance industry.
Morgan Green (CRD# 7487632) is an Investment Advisor Representative working at Keener Financial Planning in Rexburg, ID and has over 2 years of experience in the finance industry.
Trista Jacobs (CRD# 7495675) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 2 years of experience in the finance industry.
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.
Samuel Pond (CRD# 6826918) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 6 years of experience in the finance industry.