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Stephen Tyler Ropes

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.

  1. Keener Financial PlanningMay 2024 to now
  2. University of N TexasAug 2022 to May 2024
  3. N Central Texas CollegeMar 2021 to Aug 2022
  4. Ropes RepairsFeb 2021 to Sep 2021
  5. UberAug 2020 to Feb 2021
  6. Anthony ServicesApr 2020 to Aug 2020
  7. Dominos PizzaNov 2019 to Mar 2020
  8. N Texas Bath RepairFeb 2018 to Jan 2020
  9. Firehouse 52Aug 2017 to May 2019
  10. 7-11Nov 2016 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
8081338
Firm CRD
147615
Advisor's SEC record (opens in a new tab)
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