Rachel P. Songer
KEENER FINANCIAL PLANNING
Kuna, ID
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CRD#: 6073340
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.
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
Do you have an area of expertise or specialization?
Baby Boomers
Generation X
Hourly
Investment Advice without Ongo...
Millennials
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
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.
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Paige Songer'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: 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)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)
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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