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Rachel Paige Songer

KEENER FINANCIAL PLANNING, LLC·KELLER, Texas
Clean recordKEENER FINANCIAL PLANNING, LLC
1692 KELLER PARKWAY, KELLER, TX 76248CRD# 6073340Firm CRD# 147615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Paige Songer · KELLER, TX
Registration
CRD #6073340 · KEENER FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rachel Paige Songer is a registered financial advisor based in KELLER, Texas, affiliated with KEENER FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
KEENER FINANCIAL PLANNING, LLC
KEENER FINANCIAL PLANNING
AUM
$294M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at KEENER FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6073340
Firm CRD# 147615
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rachel Paige Songer offer?
Rachel Paige Songer specializes in Financial Planning, Investment Management. Contact their office in KELLER, Texas for a consultation.
What are Rachel Paige Songer's credentials?
Rachel Paige Songer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Paige Songer located?
Rachel Paige Songer 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 Rachel Paige Songer charge for services?
Rachel Paige Songer'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

Samuel David Pond
KELLER, TX
Jean Elizabeth Keener
KELLER, TX
Kelli Hinton
KELLER, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
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Research
Advisor Fees in TexasNational Fee Analysis
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