Samuel
Pond
Keener Financial Planning
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About this Advisor
Samuel Pond is a certified financial planner operating out of Keller, Texas who has 2 years of relevant experience. Pond works at Keener Financial Planning. Over the course of their career, they have held roles at Dfpg Investments Inc, Premier Administration, LLC, Copper Hills Youth Center, Teck Advanced Materials, Costco Wholesale, Church Of Jesus Christ Of Latter Day Saints, 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. Pond maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Keener Financial Planning is a business operating out of Keller, TX. The firm has a total of nine advisors. It controls $222 million in assets under management among its 478 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 478 accounts, 86% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management usually vary depending on the type of financial services offered. However, fees billed by Keener Financial Planning most likely consist of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keener Financial Planning Brokerage Details
$221,706,574
9
478
$463,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Samuel Pond Work History
Samuel has been registered as a financial advisor for 2 years.*
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
Church Of Jesus Christ Of Latter Day Saints
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Durham, NC
Keller, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
