Keener Financial Planning

CRD 147615 · Keller, TX · $479.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 147615
SEC number: 801-115127
Firm type: RIA
Assets under management: $479.0M as of Jun 12, 2026
Website: www.keenerfinancialplanning.com ↗
Phone: 817-993-0401
Address: 1692 Keller Parkway, Keller, TX, 76248

Advisors at this firm

10 in our index · page 1 of 1

Megan Nicole CoyneCRD 6742692 · Durham, NC

IA Registered
Sterling Joseph GrayCRD 7423363 · Keller, TX

IA Registered
Trista Kay JacobsCRD 7495675 · Keller, TX

IA Registered
Jean Elizabeth KeenerCRD 5560479 · Keller, TX

IA Registered
Morgan Alyse MooreCRD 7487632 · Keller, TX

IA Registered
Steven Andrew MyersCRD 7586888 · Keller, TX

IA Registered
Samuel David PondCRD 6826918 · Keller, TX

IA RegisteredRegistration inactive
Stephen Tyler RopesCRD 8081338 · Keller, TX

IA Registered
Elizabeth ShurtzCRD 6416118 · Keller, TX

IA Registered
Rachel Paige SongerCRD 6073340 · Kuna, ID

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.