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Jean Elizabeth Keener

Member/Chief Compliance OfficerKeener Financial Planning, LLCCRD 5560479

About Jean Elizabeth Keener

Jean Elizabeth Keener is listed as Member/Chief Compliance Officer at Keener Financial Planning, LLC in Keller, TX. Form ADV reports a beneficial ownership band of Over 75%. Jean Elizabeth Keener is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Keener Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jean Elizabeth Keener work?

Jean Elizabeth Keener is listed as Member/Chief Compliance Officer at Keener Financial Planning, LLC on SEC Form ADV.

How much of Keener Financial Planning, LLC does Jean Elizabeth Keener own?

Form ADV reports a beneficial ownership band of Over 75%.

Keener Financial Planning, LLC

TitleMember/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2008
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Keener Financial Planning, LLC

TitleTrustee
Ownership—
Control personYes
Since2024
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