KEENER FINANCIAL PLANNING, LLC
Legal name: KEENER FINANCIAL PLANNING
CRD #147615 SEC #801-115127 KELLER, TX 817-993-0401
SEC Registered
Total AUM
$362.8M
Discretionary
$362.5M
Employees
11
Clients
251
Accounts
658
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| Hinton, Kelli | I | DIRECTOR OF OPERATIONS | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| SONGER, RACHEL, PAIGE | I | FINANCIAL PLANNER | NA | |
| KEENER, JEAN, ELIZABETH | I | MEMBER | E | Control |
| KEENER, JEAN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KEENER, JEAN, ELIZABETH | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| THE LESSOR-KEENER FAMILY TRUST | DE | OWNER | E | Control |
| THE LESSOR-KEENER FAMILY TRUST | DE | OWNER | E | Control |
| THE LESSOR-KEENER FAMILY TRUST | DE | OWNER | E | Control |
| THE LESSOR-KEENER FAMILY TRUST | DE | OWNER | E | Control |
| THE LESSOR-KEENER FAMILY TRUST | DE | OWNER | E | Control |
| THE LESSOR-KEENER FAMILY TRUST | DE | OWNER | E | Control |
| THE LESSOR-KEENER FAMILY TRUST | DE | OWNER | E | Control |
| POND, SAMUEL, DAVID | I | FINANCIAL PLANNER | A | |
| POND, SAMUEL, DAVID | I | FINANCIAL PLANNER | A | |
| POND, SAMUEL, DAVID | I | FINANCIAL PLANNER | A | |
| POND, SAMUEL, DAVID | I | FINANCIAL PLANNER | A | |
| POND, SAMUEL, DAVID | I | FINANCIAL PLANNER | A | |
| POND, SAMUEL, DAVID | I | FINANCIAL PLANNER | A | |
| POND, SAMUEL, DAVID | I | FINANCIAL PLANNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KEENER, JEAN, ELIZABETH | I | THE LESSOR-KEENER FAMILY TRUST | F | Control |
| KEENER, JEAN, ELIZABETH | I | THE LESSOR-KEENER FAMILY TRUST | F | Control |
| KEENER, JEAN, ELIZABETH | I | THE LESSOR-KEENER FAMILY TRUST | F | Control |
Registrations
Federal
IA
Jul 14, 2025 REGISTERED
Notice Filings (15)
AR AZ CA FL GA ID IL LA NC NH NY PA TN TX VA
Address
1692 KELLER PARKWAYKELLER, TX 76248
United States
Phone: 817-993-0401