Trista Kay Jacobs
Investment adviser representative at Keener Financial Planning
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$479MFirm assets
Are you Trista Kay Jacobs? Claim your profile
Contact this firm
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
19 years in the industry.
- Keener Financial PlanningSep 2021 to now
- NAMar 2019 to Sep 2021
- Jacobs Family Dentistry, PcJan 2007 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7495675
- Firm CRD
- 147615