Morgan Moore has been an investment adviser representative at Keener Financial Planning since July 2024, 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.
- Keener Financial PlanningCurrent– present · 2 yearsNixa, MO · Adviser representative · Firm CRD 147615
Investment adviser representative registrations
Morgan Moore is registered as an investment adviser representative in 2 states. The first approvals date from July 2024; the most recent is Missouri, in July 2026.
- MissouriSince 23 July 2026
- TexasSince 27 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Morgan Alyse Moore
- CRD
- 7487632
- Firm
- Keener Financial Planning · CRD 147615
- Office
- Nixa, MO
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Morgan Moore work?
Morgan Moore is an investment adviser representative registered through Keener Financial Planning, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Morgan Moore a financial advisor?
Yes. Morgan Moore has a current investment-adviser registration in Missouri and Texas, through Keener Financial Planning since July 2024.
How many years of experience does Morgan Moore have?
Morgan Moore has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Morgan Moore passed?
Morgan Moore passed the Series 65 in February 2022.
Where is Morgan Moore based?
Morgan Moore’s registered office is in Nixa, MO.
Is Morgan Moore registered with FINRA?
No. Morgan Moore has no current broker registration.
How can I verify Morgan Moore’s record?
Search CRD 7487632 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Moore’s full registration record.
