Samuel
Pond
Keener Financial Planning
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About this Advisor
Samuel Pond is a financial advisor based in Keller, Texas, working with Keener Financial Planning. Samuel has previously held positions at Dfpg Investments Inc, Premier Administration, LLC, Copper Hills Youth Center, Teck Advanced Materials, Costco Wholesale, Raymond James Financial Services Advisors, Inc, Utah Valley University, Johnston Law, LLC, Segelke Financial Group, Carter Financial Management, Raymond James Financial Services, Inc, Carter Advisory Services, and Keener Financial Planning. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Samuel is part of Keener Financial Planning, which operates out of Keller, Texas. 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
Samuel Pond Work History
Keener Financial Planning
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Carter Advisory Services
Raymond James Financial Services Advisors, Inc
Segelke Financial Group
Carter Financial Management
Dfpg Investments Inc
Premier Administration, LLC
Copper Hills Youth Center
Utah Valley University
Johnston Law, LLC
Teck Advanced Materials
Costco Wholesale
Disclosures
Please visit the SEC profile of Samuel Pond 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
Rexburg, ID
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
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