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Trista Kay Jacobs

Keener Financial Planning

Eagle, NE

Keller, TX

CRD 7495675

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Employer firm

Keener Financial Planning CRD 147615

$479M regulatory AUM 370 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Keener Financial Planning

1692 Keller Parkway, Keller, TX 76248 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-08-27
TX RA APPROVED 2022-03-17
  • NE RA
    APPROVED
    Since 2026-08-27
  • TX RA
    APPROVED
    Since 2022-03-17

Branch Locations

Eagle, NE • United States

1692 Keller Parkway, Keller, TX 76248 • 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
Keener Financial Planning Keller TX 09/2021 Present
Na Aberdeen SD 03/2019 09/2021
Jacobs Family Dentistry, Pc Aberdeen SD 01/2007 03/2019
  • 09/2021 → Present
    Keener Financial Planning
    Keller, TX
  • 03/2019 → 09/2021
    Na
    Aberdeen, SD
  • 01/2007 → 03/2019
    Jacobs Family Dentistry, Pc
    Aberdeen, SD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-18
  • S65 Uniform Investment Adviser Law Examination
    2021-12-18
Designations
  • Certified Financial Planner
Other Names
  • Trista Kay Peterson

View on SEC IAPD

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