Keener Financial Planning

Keener Financial Planning (CRD# 147615) is a financial advisory firm headquartered in Keller, TX. They manage $221,706,574 in 478 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1692 Keller Parkway, Keller, TX 76248
https://www.keenerfinancial.com
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $463,821
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.

FL, ID, LA, NC, TN, TX

Financial Advisors at Keener Financial Planning
Showing 1 - 7 of 7 top financial advisors.
1
Megan Coyne, financial advisor Durham NC
Megan N. Coyne
CRD#: 6742692
Durham, NC

Megan Coyne (CRD# 6742692) is an Investment Advisor Representative working at Keener Financial Planning in Durham, NC and has over 4 years of experience in the finance industry. Megan Coyne 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
Jean Keener, financial advisor Keller TX
Jean E. Keener
CRD#: 5560479
1692 Keller Parkway, Keller, TX 76248

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. 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.

3
Patricia Priddy, financial advisor Keller TX
Patricia A. Priddy
CRD#: 6595138
1692 Keller Parkway, Keller, TX 76248

Patricia Priddy (CRD# 6595138) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 7 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.

4
Rachel Songer, financial advisor Keller TX
Rachel P. Songer
CRD#: 6073340
1692 Keller Parkway, Keller, TX 76248

Rachel Songer (CRD# 6073340) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 9 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.

5
Trista Jacobs, financial advisor Keller TX
Trista K. Jacobs
CRD#: 7495675
1692 Keller Parkway, Keller, TX 76248

Trista Jacobs (CRD# 7495675) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has 1 year of experience in the finance industry.

6
Steven Myers, financial advisor Keller TX
Steven A. Myers
CRD#: 7586888
1692 Keller Parkway, Keller, TX 76248

Steven Myers (CRD# 7586888) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has 1 year of experience in the finance industry.

7
Samuel Pond, financial advisor Keller TX
Samuel D. Pond
CRD#: 6826918
1692 Keller Parkway, Keller, TX 76248

Samuel Pond (CRD# 6826918) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 5 years of experience in the finance industry. Samuel Pond 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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