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John H Reid

Investment adviser representative at Keenan Financial
20 yearsExperience
1 stateRegistered in
$202.5MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Keenan FinancialDec 2018 to now
  2. Keenan Financial Insurance Agency Services LLCMar 2014 to now
  3. Core LacrosseJun 2006 to now
  4. Park Avenue SecuritiesMay 2015 to Dec 2018
  5. Guardian Life Insurance CompanyApr 2015 to Nov 2018

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (MA).

Keenan Financial

Legal name: Keenan, LLC

$202.5MAssets managed
751Clients
21Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5028574
Firm CRD
285673
Advisor's SEC record (opens in a new tab)
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