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Director of Operations · Keener Financial Planning

Kelli Hinton

CRD 7377189 · Named on Form ADV at one SEC-registered adviser

At a glance

Keener Financial Planning, an SEC-registered wealth manager based in Keller, TX with $479 million in regulatory assets, lists Kelli Hinton on its Form ADV as Director of Operations.

Firms and roles

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Kelli’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelli’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.