Company Information

Get to know KEENER FINANCIAL PLANNING, LLC

Keener Financial Planning is a fiduciary, fee-only Registered Investment Adviser (RIA) firm founded by Jean Keener. The company's mission is to help clients organize, grow, and protect their assets through a comprehensive and integrated approach to financial planning. They specialize in serving pre-retirees, retirees, women in transition, and busy professionals. Services are customized to each client's unique goals and include financial planning, investment management, and retirement planning, all delivered with a commitment to acting in the client's best interest.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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KEENER FINANCIAL PLANNING, LLC

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.