Elizabeth Shurtz has been an investment adviser representative at Keener Financial Planning since June 2022, and is not listed among the firm’s executive officers or direct owners.
Keener Financial Planning, LLC is a Keller, TX firm with $479M under management, 197 clients and 10 advisers across 2 offices, as of its July 2026 filing.
Elizabeth Shurtz’s longest registration is the current one, 4 years at Keener Financial Planning since 2022. Before joining Keener Financial Planning in 2022, Elizabeth Shurtz was registered through TD Ameritrade Investment Management, LLC.
- Keener Financial PlanningCurrent– present · 4 yearsKeller, TX · Adviser representative · Firm CRD 147615
- TD Ameritrade Investment Management, LLC– · under a yearSouthlake, TX · Adviser representative · Firm CRD 111514
Investment adviser representative registrations
Elizabeth Shurtz is registered as an investment adviser representative in Texas, since June 2022.
- TexasSince 23 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 2014 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6416118
- Firm
- Keener Financial Planning · CRD 147615
- Office
- 1692 KELLER PARKWAY, Keller, TX 76248
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Shurtz work?
Elizabeth Shurtz is an investment adviser representative registered through Keener Financial Planning, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Shurtz a financial advisor?
Yes. Elizabeth Shurtz has a current investment-adviser registration in Texas, through Keener Financial Planning since June 2022.
How many years of experience does Elizabeth Shurtz have?
Elizabeth Shurtz has 8 years in the financial industry, since September 2018, across 2 adviser firms.
What exams has Elizabeth Shurtz passed?
Elizabeth Shurtz passed the Series 65 in June 2014.
Where did Elizabeth Shurtz work before Keener Financial Planning?
Before Keener Financial Planning, Elizabeth Shurtz was registered through TD Ameritrade Investment Management, LLC, May 2018 to August 2018.
Where is Elizabeth Shurtz based?
Elizabeth Shurtz’s registered office is in Keller, TX.
Is Elizabeth Shurtz registered with FINRA?
No. Elizabeth Shurtz has no current broker registration.
How can I verify Elizabeth Shurtz’s record?
Search CRD 6416118 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Shurtz’s full registration record.
