Elizabeth Shurtz
Investment adviser representative at Keener Financial Planning
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$479MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Keener Financial Planning, LLCApr 2022 to now
- UnemployedAug 2018 to Apr 2022
- TD Ameritrade, Inc.Apr 2018 to Aug 2018
- Keener Financial Planning, LLCMay 2014 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Keener Financial Planning
Legal name: Keener Financial Planning, LLC
$479MAssets managed
197Clients
10Advisers
7 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
- 6416118
- Firm CRD
- 147615