Stephen Ropes has been an investment adviser representative at Keener Financial Planning since April 2025, 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 · 1 yearKeller, TX · Adviser representative · Firm CRD 147615
Investment adviser representative registrations
Stephen Ropes is registered as an investment adviser representative in Texas, since April 2025.
- TexasSince 25 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2024 |
| SIE | Securities Industry Essentials Examination | 18 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Stephen Tyler Ropes
- CRD
- 8081338
- Firm
- Keener Financial Planning · CRD 147615
- Office
- 1692 KELLER PARKWAY, Keller, TX 76248
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Ropes work?
Stephen Ropes is an investment adviser representative registered through Keener Financial Planning, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Ropes a financial advisor?
Yes. Stephen Ropes has a current investment-adviser registration in Texas, through Keener Financial Planning since April 2025.
How many years of experience does Stephen Ropes have?
Stephen Ropes has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Stephen Ropes passed?
Stephen Ropes has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in November 2023.
Where is Stephen Ropes based?
Stephen Ropes’ registered office is in Keller, TX.
Is Stephen Ropes registered with FINRA?
No. Stephen Ropes has no current broker registration.
How can I verify Stephen Ropes’ record?
Search CRD 8081338 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Ropes’ full registration record.
