A complete list of active advisors currently associated with Keenan Financial
Warmer can help you find a great advisor at Keenan Financial or one who fits your needs even better.
Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high‑net‑worth clients, and corporate entities in both discretionary and non‑discretionary capacities. The firm charges asset‑based (percentage‑of‑AUM) fees, offers tailored financial plans and tax preparation through an affiliated entity, and does not impose an account minimum. The firm uses a documented risk‑profile questionnaire to guide portfolio construction and generally implements diversified allocations primarily through ETFs, mutual funds, annuities, equities and fixed income, employing a range of analytical methods (fundamental, quantitative, technical, charting, cyclical and modern portfolio theory) and both long‑ and short‑term trading. Keenan seeks discretionary trading authority, states it operates as a fiduciary for retirement accounts, and conducts monthly account reviews performed by the CEO as part of ongoing monitoring. Noteworthy distinctions include an affiliated insurance agency (Keenan Financial Insurance Agency Services LLC) through which some adviser representatives are licensed to sell life, health, disability products and fixed annuities and may receive commissions, and an affiliated tax preparation business (Keenan Financial Tax Services) that the firm may recommend—conflicts the firm discloses and documents. The brochure also discloses resolved administrative consent orders with Pennsylvania and Connecticut related to inadvertently transacting business while not registered; those matters were settled and are no longer pending.
To learn more about the advisors currently working at Keenan Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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