Steven Andrew Myers
Investment adviser representative at Keener Financial Planning
10 yearsExperience
1 stateRegistered in
$479MFirm assets
7 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.
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 2021 to now
- Door DashNov 2020 to May 2021
- Erie InsuranceMay 2020 to Nov 2020
- Tom Musgrave ElectricJul 2019 to May 2020
- Charlies Pub & EateryDec 2018 to Jul 2019
- Edinboro UniversitySep 2018 to Dec 2020
- Pizza HutMay 2018 to Sep 2018
- Full-time EducationDec 2016 to May 2018
- Little CaesarsMar 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7586888
- Firm CRD
- 147615