Isaiah Gonsalves
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 FinancialSep 2025 to now
- Keenan Financial Insurance Agency Services LLCJul 2025 to now
- Master Kim's Taekwondo InstituteJun 2025 to Aug 2025
- Amherst CollegeAug 2023 to May 2025
- Monroe Community CollegeAug 2021 to May 2023
- UnemployedJun 2021 to Aug 2021
- Home SchoolSep 2017 to May 2021
- Master Kim's Taekwondo InstituteOct 2015 to Mar 2020
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
- 8171514
- Firm CRD
- 285673