Keen Wealth Advisors

Keen Wealth Advisors (CRD# 170293) is a financial advisory firm headquartered in Overland Park, KS. They manage $191,415,264 in 707 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $270,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, KS, MO, TX

Financial Advisors at Keen Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Matthew D. Wilson
CRD#: 4531423
6201 College Blvd., Suite 325, Overland Park, KS 66211
96
Wealthminder
score

Matthew Wilson (CRD# 4531423) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 11 years of experience in the finance industry. Matthew Wilson 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.

2
Eric C. Savio
CRD#: 6594147
6201 College Blvd, Suite 325, Overland Park, KS 66211
87
Wealthminder
score

Eric Savio (CRD# 6594147) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has 1 year of experience in the finance industry.

3
William T. Keen
CRD#: 2212517
6201 College Blvd., Suite 325, Overland Park, KS 66211
63
Wealthminder
score

William Keen (CRD# 2212517) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 24 years of experience in the finance industry.

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