KEENER FINANCIAL PLANNING, LLC

KEENER FINANCIAL PLANNING
KELLER, Texas·4 registered advisors·CRD# 147615
SEC# 801-1151271817-993-0401
01

Firm Overview

AUM
$294M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KEENER FINANCIAL PLANNING, LLC

4 registered advisors
Jean Elizabeth Keener
KELLER, Texas
Kelli Hinton
KELLER, Texas
Rachel Paige Songer
KELLER, Texas
Samuel David Pond
KELLER, Texas
05

Office Locations

KELLER, Texas
4 advisors

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Data sourced from SEC Form ADV filings. KEENER FINANCIAL PLANNING, LLC (CRD# 147615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.