Steven Myers has been Financial Planner of Keener Financial Planning since January 2025, is not listed as a control person, but directly owns under 5% of the firm. Steven Myers holds a Bachelor's degree in personal financial planning from Edinboro 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.
Steven Myers is Financial Planner and Co-Owner of Keener Financial Planning. He joined the firm in 2021 as its first intern and then accepted a permanent position with the firm.
- Keener Financial PlanningCurrent– present · 4 yearsKeller, TX · Adviser representative · Firm CRD 147615
Professional designations
Listed by Keener Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Steven Myers is registered as an investment adviser representative in Pennsylvania, since October 2024.
- PennsylvaniaSince 18 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 February 2022 |
| SIE | Securities Industry Essentials Examination | 21 December 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Steven Andrew Myers
- CRD
- 7586888
- Firm
- Keener Financial Planning · CRD 147615
- Role
- Financial Planner
- Office
- 1692 KELLER PARKWAY, Keller, TX 76248
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keenerfinancial.com
Where does Steven Myers work?
Steven Myers has been Financial Planner of Keener Financial Planning, LLC since January 2025.
Is Steven Myers a financial advisor?
Yes. Steven Myers has a current investment-adviser registration in Pennsylvania, through Keener Financial Planning since June 2022.
How many years of experience does Steven Myers have?
Steven Myers has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has Steven Myers passed?
Steven Myers has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2020.
Where is Steven Myers based?
Steven Myers’ registered office is in Keller, TX.
Is Steven Myers registered with FINRA?
No. Steven Myers has no current broker registration.
Is Steven Myers a CFP?
Keener Financial Planning lists Steven Myers with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Steven Myers’ record?
Search CRD 7586888 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Myers’ full registration record.
