Brian Edward Keenan

CFP

Keenan Financial

12 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Keenan Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

726 clients

Average Client Portfolio

$204K average

Assets Under Management

$148.0M

Fee Structure

Minimum Investment:None

Location

11 Beacon St, 13th Floor, Boston, MA, 02108

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2024

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is an independent licensed insurance agent. He spends a few hours per week on outside business activities.

Employment History

Current Registrations

Keenan Financial

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Mcadam LLC

October 2014 - October 2016 · 2 yrs

Purshe Kaplan Sterling InvestmentsBroker

October 2014 - October 2016 · 2 yrs

Voya Financial Advisors, INC.

October 2013 - October 2014 · 1 yr

Voya Financial Advisors, INC.Broker

August 2013 - October 2014 · 1 yr 2 mos

State Registrations12 states

CACTFLIALAMANCNHNYPARITX

Advisor

Exams

No exam information available for this advisor.