Rachel P. Songer

KEENER FINANCIAL PLANNING

Kuna, ID

CRD#: 6073340

Some features on this profile are disabled

Professional summary

Rachel Paige Songer, CFP®, who also goes by Rachel Paige Drumhiller, is a registered financial advisor currently at KEENER FINANCIAL PLANNING located in Kuna, Idaho.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Rachel has worked at 1 firm and has passed the Series 65 exam.

Core Areas of Focus

Baby Boomers

Generation X

Hourly

Investment Advice without Ongoing Management

Millennials

Retirement Planning & Distribution Rules

Biography

Rachel joined Keener Financial Planning in 2013.  She most enjoys brainstorming with clients to come up with tools and strategies that will empower them to meet both their near- and long-term goals.  Rachel is a Certified Financial Planner™ (CFP®) Professional and holds a degree in personal financial planning from Texas Tech University. 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?

Retirement Planning

Education Planning

Investment Planning

Social Security Planning

Retirement Income Management

Inheritance

Comprehensive Financial Planni...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Rachel Paige Drumhiller

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Paige Songer's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 20, 2014 - Present

KEENER FINANCIAL PLANNING

RIA

CRD#: 147615

Kuna, ID

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Idaho
(2/1/2021)

IAR

Texas
(5/20/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/17/2014

Uniform Investment Adviser Law Examination

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026 ADV PART 2 (2/3/2026)

Regulatory assets under management

Total Number of Accounts	767
AUM (Assets Under Management)	$ 479,022,059

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Rachel P. Songer

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Paige Songer's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEENER FINANCIAL PLANNING

Primary Firm SEC Registration

KEENER FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 4/17/2014

Current Firm

KEENER FINANCIAL PLANNING

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEENER FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

Similar Advisors