Hannah Casteel (CRD# 7855913) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has 1 year of experience in the finance industry. Hannah Casteel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keen Wealth Advisors | Overland Park, KS | Jan 2024 - Current | < 1 |
| Kansas State University | Manhattan, KS | Jan 2022 - Dec 2023 | 1 |
| Balanced Financial Planning, Inc. | Overland Park, KS | Dec 2020 - Dec 2023 | 3 |
| Kansas State University | Manhattan, KS | Aug 2019 - Dec 2020 | 1 |
| Kansas State University | Manhattan, KS | Aug 2017 - Dec 2020 | 3 |
| Heritage Wine And Liquor | Manhattan, KS | May 2020 - Jul 2020 | < 1 |
| Plancorp | Saint Louis, MO | Jun 2019 - Aug 2019 | < 1 |
| Radina's Bakehouse | Manhattan, KS | Sep 2018 - Mar 2019 | < 1 |
| City Union Mission | Kansas City, MO | May 2017 - Aug 2017 | < 1 |
| Olathe Bible Church | Olathe, KS | Nov 2014 - May 2017 | 2 |
| Heritage Christian Academy | Olathe, KS | Aug 2004 - May 2017 | 12 |
- KS
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Total Assets Under Management915MILLIONS
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Total Number of Accounts2,386ACCOUNTS
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Average Account Value$383,447
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, OH, OK, TN, TX, VA, WA
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