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KEENER FINANCIAL PLANNING
KEENER FINANCIAL PLANNING, LLC
CRD 147615 · SEC 801-115127
1692 KELLER PARKWAY, KELLER, TX, 76248, United States
Phone
817-993-0401
Fax
817-993-0002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$479.0M
Discretionary AUM
$478.6M
Team
12 total employees; 10 advisory reps; 370 broker-dealer reps
Clients
More than 500
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $30.1M |
| High net worth individuals | 144 | $433.4M |
| Corporations/business entities | 4 | $15.5M |
States served
AZ, AR, CA, GA, ID, IL, LA, NY, NC, OK, PA, TN, VA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.KEENERFINANCIAL.COM
- https://www.linkedin.com/company/keener-financial-planning-llc
- https://www.instagram.com/jean.keener/
- HTTP://WWW.X.COM/KEENERFINANCIAL
- HTTPS://WWW.FACEBOOK.COM/KEENERFINANCIAL
- HTTP://WWW.KEENERMONEY.COM
- HTTP://WWW.KEENERFINANCIALPLANNING.COM
- HTTP://WWW.OBJECTIVEFINANCIALPLANNING.COM
Official SEC filing: View on IAPD