Kelli Hinton is not listed as a control person, but directly owns under 5% of Keener Financial Planning.
Keener Financial Planning is an investment adviser based in Keller, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $479 million, as filed on 20 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7377189
- Firm
- Keener Financial Planning · CRD 147615
- Role
- Director of Operations
- In role since
- January 2021 · 5 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Keller, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelli Hinton work?
Kelli Hinton has been Director of Operations of Keener Financial Planning, LLC since January 2021.
How can I verify Kelli Hinton’s record?
Kelli Hinton’s role is listed on Keener Financial Planning, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 147615.
