Morgan
Green
Keener Financial Planning
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About this Advisor
Morgan Green is a financial advisor based in Rexburg, Idaho, working with Keener Financial Planning. Morgan has previously held positions at Keener Financial Planning, Brigham Young University Idaho, Spark Walmart, Storehouse Financial, Legacy Private Wealth Advisors, Venture Data, Church Of Jesus Christ Of Latter Day Saints, Subway, Clearfield High School, and Brigham Young University-Idaho. Morgan has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Morgan is part of Keener Financial Planning, which operates out of Rexburg, Idaho. The firm has 1 office and 10 employees. The firm manages assets totaling $293.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Keener Financial Planning includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keener Financial Planning Brokerage Details
$293,747,764
10
554
$530,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Morgan Green Work History
Brigham Young University Idaho
Keener Financial Planning
Brigham Young University-Idaho
Spark Walmart
Storehouse Financial
Legacy Private Wealth Advisors
Brigham Young University Idaho
Brigham Young University Idaho
Venture Data
Church Of Jesus Christ Of Latter Day Saints
Subway
Clearfield High School
Disclosures
Please visit the SEC profile of Morgan Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keener Financial Planning
Keller, TX
Rexburg, ID
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
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