Keeney Financial Group Inc.

Keeney Financial Group Inc. (CRD# 281333) is a financial advisory firm headquartered in Columbia, MD. They manage $165,644,000 in 714 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $231,994
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, DE, FL, MD, NC, NH, PA, TX, VA

Financial Advisors at Keeney Financial Group Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Lena M. Nebel
CRD#: 3265844
5950 Symphony Woods Road, Suite 210, Columbia, MD 21044
96
Wealthminder
score

Lena Nebel (CRD# 3265844) is an Investment Advisor Representative working at Keeney Financial Group Inc. in Columbia, MD and has over 17 years of experience in the finance industry. Lena Nebel 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
Caitlin E. Douglas
CRD#: 5204501
5950 Symphony Woods Road, Suite 210, Columbia, MD 21044
93
Wealthminder
score

Caitlin Douglas (CRD# 5204501) is an Investment Advisor Representative working at Keeney Financial Group Inc. in Columbia, MD and has over 7 years of experience in the finance industry.

3
Donald W. Ferguson
CRD#: 2370163
5950 Symphony Woods Road, Suite 210, Columbia, MD 21044
93
Wealthminder
score

Donald Ferguson (CRD# 2370163) is an Investment Advisor Representative working at Keeney Financial Group Inc. in Columbia, MD and has over 23 years of experience in the finance industry.

4
John P. Keeney
CRD#: 1794419
5950 Symphony Woods Road, Suite 210, Columbia, MD 21044
93
Wealthminder
score

John Keeney (CRD# 1794419) is an Investment Advisor Representative working at Keeney Financial Group Inc. in Columbia, MD and has over 25 years of experience in the finance industry.

5
Kristian I. Albornoz
CRD#: 5807099
5950 Symphony Woods Road, Suite 210, Columbia, MD 21044
88
Wealthminder
score

Kristian Albornoz (CRD# 5807099) is an Investment Advisor Representative working at Keeney Financial Group Inc. in Columbia, MD and has 1 year of experience in the finance industry.

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