Trista Jacobs has been an investment adviser representative at Keener Financial Planning since March 2022, 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.
Trista Jacobs is Financial Planner of Keener Financial Planning. She joined the firm in 2021. She started her career in tax compliance and consulting at Deloitte and later worked part-time as a dental practice CFO.
- Keener Financial PlanningCurrent– present · 4 yearsEagle, NE · Adviser representative · Firm CRD 147615
Professional designations
Listed by Keener Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Trista Jacobs is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is Nebraska, in August 2026.
- NebraskaSince 27 August 2026
- TexasSince 17 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Trista Kay Jacobs
- CRD
- 7495675
- Firm
- Keener Financial Planning · CRD 147615
- Office
- Eagle, NE
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keenerfinancial.com
Where does Trista Jacobs work?
Trista Jacobs is an investment adviser representative registered through Keener Financial Planning, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Trista Jacobs a financial advisor?
Yes. Trista Jacobs has a current investment-adviser registration in Nebraska and Texas, through Keener Financial Planning since March 2022.
How many years of experience does Trista Jacobs have?
Trista Jacobs has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Trista Jacobs passed?
Trista Jacobs passed the Series 65 in December 2021.
Where is Trista Jacobs based?
Trista Jacobs’ registered office is in Eagle, NE.
Is Trista Jacobs registered with FINRA?
No. Trista Jacobs has no current broker registration.
Is Trista Jacobs a CFP?
Keener Financial Planning lists Trista Jacobs with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Trista Jacobs’ record?
Search CRD 7495675 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trista Jacobs’ full registration record.
