AdFi
SA

Steven Andrew Myers

Investment Adviser Representative at Keener Financial Planning

Keller, TXCRD #7586888Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Steven Andrew Myers is an investment adviser representative with Keener Financial Planning in Keller, TX, where they have been registered since 2022, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Pennsylvania.

Office

1692 Keller Parkway
Keller, TX 76248

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/17/2022
SIE
Securities Industry Essentials Examination
Passed 12/21/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Keener Financial PlanningCurrent
6/29/2022 – Keller, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Little Caesars
    Mar 2016 – Dec 2016Edinboro, PA
  2. full-time education
    Dec 2016 – May 2018Edinboro, PA
  3. Pizza Hut
    May 2018 – Sep 2018Edinboro, PA
  4. Edinboro University
    Sep 2018 – Dec 2020Edinboro, PA
  5. Charlies Pub & Eatery
    Dec 2018 – Jul 2019Edinboro, PA
  6. Tom Musgrave Electric
    Jul 2019 – May 2020Edinboro, PA
  7. Erie Insurance
    May 2020 – Nov 2020Erie, PA
  8. Door Dash
    Nov 2020 – May 2021Erie, PA
  9. Keener Financial Planning
    May 2021 – no end date reportedKeller, TX

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCorporations

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 profile

Other advisors at Keener Financial Planning

9 other advisors in the directory

View Keener Financial Planning firm profile

Similar advisors in Keller, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Andrew Myers 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched