Spencer Glascock
Investment adviser representative at Keenan Financial
11 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
11 years in the industry.
- Keenan FinancialMar 2025 to now
- Keenan Financial Insurance Agency Services LLCAug 2023 to now
- Westminster ChristianJan 2024 to Apr 2024
- Northwestern MutualAug 2023 to Nov 2023
- Chapman UniversitySep 2019 to Dec 2023
- UnemployedJun 2019 to Aug 2019
- Holderness SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7797529
- Firm CRD
- 285673