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Keenan Scott Zehner

Money Concepts Capital Corp.

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About Keenan Scott Zehner

Keenan Zehner is a registered investment advisor representative with Money Concepts Capital Corp. based in Palm Beach Gardens, FL. Keenan has been in the financial services industry since 1997. Prior to joining Money Concepts Capital Corp., Keenan worked for various firms including Princor Financial Services Corporation, Resource Horizons Group LLC, InterSecurities, Inc., New England Securities, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Keenan is licensed to provide investment advice in Florida, Georgia, North Carolina, Oklahoma, Pennsylvania, Tennessee and Texas. Keenan provides investment advice and consulting services to a diverse range of clients, including individuals, families, businesses, trusts, and pension plans.

Firm Information

Keenan Zehner is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Keenan Zehner’s Registration & Firm History

FL

03/29/2022 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

FL

10/17/2005 - 06/21/2010

PRINCOR FINANCIAL SERVICES CORPORATION (FORT MYERS FL)

GA

06/28/2004 - 10/26/2005

RESOURCE HORIZONS GROUP LLC (MARIETTA GA)

FL

07/18/2000 - 10/01/2003

INTERSECURITIES, INC. (ST. PETERSBURG FL)

NY

05/13/1998 - 08/18/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

IN

09/05/1996 - 12/23/1997

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/05/1996 - 12/23/1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

CT

04/15/1996 - 12/31/1996

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

BC

Issued 04/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/1997

Series 7 - General Securities Representative Examination

BC

Issued 04/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keenan Scott Zehner.
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