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Keith William Spencer

Spencer Financial Planning, LLC

Cheney, WA

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Current Employers
Spencer Financial Planning, Llc

Cheney, WA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
WA RA APPROVED 2020-06-26
  • CA RA
    APPROVED
    Since 2025-01-09
  • WA RA
    APPROVED
    Since 2020-06-26

Branch Locations

Cheney, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spencer Financial Planning, Llc Cheney WA 10/2019 Present
Capital Group / American Funds Los Angeles CA 01/2015 09/2019
Capital Group / American Funds Los Angeles CA 04/2008 09/2019
  • 10/2019 → Present
    Spencer Financial Planning, Llc
    Cheney, WA
  • 01/2015 → 09/2019
    Capital Group / American Funds
    Los Angeles, CA
  • 04/2008 → 09/2019
    Capital Group / American Funds
    Los Angeles, CA
Designations

View on SEC IAPD

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