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Rachel Paige Songer

KEENER FINANCIAL PLANNING, LLC·KELLER, Texas
Series 65Clean record12 years registeredKEENER 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 · 12 years registered
Brand Profile
Not yet started
01

Career History

KEENER FINANCIAL PLANNING
May 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 20, 2014
Years registered · 12
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 →
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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

Jean Elizabeth Keener
KELLER, TX
Samuel David Pond
KELLER, TX
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
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Research
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