Morgan Alyse Moore
Investment Adviser Representative at Keener Financial Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Morgan Alyse Moore is an investment adviser representative with Keener Financial Planning in Keller, TX, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Missouri and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Keener Financial PlanningJun 2023 – no end date reportedKeller, TX
- Spark WalmartSep 2023 – Dec 2023Rexburg, ID
- Storehouse FinancialApr 2023 – Jun 2023Fort Worth, TX
- Legacy Private Wealth AdvisorsJan 2022 – May 2022Clearfield, UT
- Brigham Young University IdahoJan 2022 – Dec 2022Rexburg, ID
- Brigham Young University IdahoMar 2021 – Jun 2021Rexburg, ID
- Venture DataOct 2020 – Jun 2021Rexburg, ID
- Church of Jesus Christ of Latter Day SaintsJan 2019 – Jul 2020Philadelphia, PA
- SubwayAug 2016 – Jan 2019Fairbanks, AK
- Brigham Young University-IdahoSep 2020 – Jun 2024Rexburg, ID
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Keener Financial Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Keller, TX
- SEC file number:
- 801-115127
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Keener Financial Planning
9 other advisors in the directory
Similar advisors in Keller, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Morgan Alyse Moore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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