Rachel Songer has been Financial Planner of Keener Financial Planning since January 2021, is not listed as a control person, but directly owns under 5% of the firm. Rachel Songer holds a Degree in personal financial planning from Texas Tech University.
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.
Rachel Songer is Financial Planner and Co-Owner of Keener Financial Planning. She joined the firm in 2013. Most of her meetings are held via video conference, and she comes to Texas once a quarter for in-person client sessions.
- Keener Financial PlanningCurrent– present · 12 yearsKuna, ID · Adviser representative · Firm CRD 147615
Professional designations
Listed by Keener Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Rachel Songer is registered as an investment adviser representative in 2 states. The first approvals date from May 2014; the most recent is Idaho, in February 2021.
- IdahoSince 1 February 2021
- TexasSince 20 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 April 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rachel Paige Songer
- CRD
- 6073340
- Firm
- Keener Financial Planning · CRD 147615
- Role
- Financial Planner
- Office
- Kuna, ID
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keenerfinancial.com
Where does Rachel Songer work?
Rachel Songer has been Financial Planner of Keener Financial Planning, LLC since January 2021.
Is Rachel Songer a financial advisor?
Yes. Rachel Songer has a current investment-adviser registration in Idaho and Texas, through Keener Financial Planning since May 2014.
How many years of experience does Rachel Songer have?
Rachel Songer has 12 years in the financial industry, since May 2014, across 1 adviser firm.
What exams has Rachel Songer passed?
Rachel Songer passed the Series 65 in April 2014.
Where is Rachel Songer based?
Rachel Songer’s registered office is in Kuna, ID.
Is Rachel Songer registered with FINRA?
No. Rachel Songer has no current broker registration.
Is Rachel Songer a CFP?
Keener Financial Planning lists Rachel Songer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Rachel Songer’s record?
Search CRD 6073340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachel Songer’s full registration record.
