Sterling Joseph Gray
Investment adviser representative at Keener Financial Planning
10 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
10 years in the industry.
- Keener Financial PlanningMay 2023 to now
- Hfg Wealth Management, LLCOct 2019 to May 2023
- N/aAug 2019 to Sep 2019
- Kahler Financial GroupJun 2017 to Jul 2019
- Texas Tech UniversityJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7423363
- Firm CRD
- 147615