Jean E. Keener
KEENER FINANCIAL PLANNING
Keller, TX 76248
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CRD#: 5560479
Professional summary
Jean Elizabeth Keener, CFP®, who also goes by Jean Keener, is a registered financial advisor currently at KEENER FINANCIAL PLANNING located in Keller, Texas.
Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jean has worked at 1 firm and has passed the Series 65 exam.
Biography
Keener Financial Planning’s top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. We understand that things don’t always go as planned. We are here to provide the financial knowledge and framework to accomplish your dreams and plan for the future -- regardless of whether you feel like you’re on track right now or not. Up-to-date knowledge is one of the strengths of Keener Financial Planning. Jean is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association. Keener Financial Planning is flexible in how we work with you, and we offer fair and transparent pricing. You can learn more about this on our website at www.KeenerFinancial.com. We’d love to have the opportunity to meet with you and see if Keener Financial Planning is a good match for you. We provide a free, no-obligation initial consultation to all potential clients. Please call to schedule an appointment. Start Planning to Live Well today. Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Retirement Planning
Social Security Planning
Education Planning
Do you have an area of expertise or specialization?
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Jean Keener
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ms. Keener serves as Vice President of the board of GPN Alliance, Inc., a 501(c)6 corporation that owns the Garrett Planning Network, LLC. She spends approximately eight (8) hours per month on this endeavor.
CRS (Client Relationship Summary) - RIA
Click below to view Jean Elizabeth Keener's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
July 21, 2008 - Present
KEENER FINANCIAL PLANNING
Office #1: 1692 Keller Parkway, Keller, TX 76248RIA
CRD#: 147615
Keller, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KEENER FINANCIAL PLANNING
KEENER FINANCIAL PLANNING | KEENER FINANCIAL PLANNING, LLC
CRD#: 147615 / SEC#: 801-115127
RIA
Registered Investment Advisory firm - (4/30/2019 Approved)Texas
Registered Investment Advisory firm - (2/12/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/21/2008)
Current Firm
KEENER FINANCIAL PLANNING
KEENER FINANCIAL PLANNING | KEENER FINANCIAL PLANNING, LLC
CRD#: 147615 / SEC#: 801-115127
RIA
Registered Investment Advisory firm - (4/30/2019 Approved)Texas
Registered Investment Advisory firm - (2/12/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1692 Keller Parkway, Keller, TX 76248
Mailing Address
Phone number
(817) 993-0401
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 658 |
| AUM (Assets Under Management) | $ 362,780,822 |
Red Flags
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