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Jean Elizabeth Keener

KEENER FINANCIAL PLANNING, LLC·KELLER, Texas
Series 65Clean record18 years registeredKEENER FINANCIAL PLANNING, LLC
1692 KELLER PARKWAY, KELLER, TX 76248CRD# 5560479Firm CRD# 147615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jean Elizabeth Keener · KELLER, TX
Registration
CRD #5560479 · KEENER FINANCIAL PLANNING, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

KEENER FINANCIAL PLANNING
Jul 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 21, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KEENER FINANCIAL PLANNING, LLC
CRD 147615 · SEC 801-115127
AUM
$294M
Regulatory assets under management
Employees
10
554 client accounts
Services offered by KEENER FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at KEENER FINANCIAL PLANNING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jean Elizabeth Keener offer?
Jean Elizabeth Keener specializes in Financial Planning, Investment Management. Contact their office in KELLER, Texas for a consultation.
What are Jean Elizabeth Keener's credentials?
Jean Elizabeth Keener is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Elizabeth Keener located?
Jean Elizabeth Keener is based in KELLER, Texas, working with KEENER FINANCIAL PLANNING, LLC. Their office serves clients in the KELLER metropolitan area and surrounding communities.
How does Jean Elizabeth Keener charge for services?
Jean Elizabeth Keener's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEENER FINANCIAL PLANNING, LLC?
KEENER FINANCIAL PLANNING, LLC has approximately 10 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEENER FINANCIAL PLANNING, LLC

Rachel Paige Songer
KELLER, TX
Samuel David Pond
KELLER, TX
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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