William KeenCRD Number: 2212517
Current Firm: Keen Wealth Advisors
William Keen (CRD# 2212517) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 30 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Keen Wealth Advisors||Overland Park, KS||May 2014 - Current||8|
|Wells Fargo Advisors LLC||Kansas City, MO||May 2001 - May 2014||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1992|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management781MILLIONS
Total Number of Accounts1,927ACCOUNTS
Average Account Value$405,043
- 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)
AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MO, NC, NE, OK, TN, TX, VA, WA
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