Keen Wealth Advisors

Keen Wealth Advisors (CRD# 170293) is a financial advisory firm headquartered in Overland Park, KS. They manage $606,488,567 in 1,655 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    606
    MILLION
  • Total Number of Accounts
    1,655
    ACCOUNTS
  • Average Account Value
    $366,458
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, GA, IL, KS, LA, MO, NE, TX, VA

Financial Advisors at Keen Wealth Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Rey R. Arellano
CRD#: 6262065
6201 College Blvd., Suite 325, Overland Park, KS 66211

Rey Arellano (CRD# 6262065) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 7 years of experience in the finance industry. Rey Arellano 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
Jesse H. Bunse
CRD#: 6228268
6201 College Blvd., Suite 325, Overland Park, KS 66211

Jesse Bunse (CRD# 6228268) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 7 years of experience in the finance industry. Jesse Bunse 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.

3
Jeb M. Flynn
CRD#: 7088543
6201 College Blvd., Suite 325, Overland Park, KS 66211

Jeb Flynn (CRD# 7088543) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 2 years of experience in the finance industry.

4
William T. Keen
CRD#: 2212517
6201 College Blvd., Suite 325, Overland Park, KS 66211

William Keen (CRD# 2212517) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 28 years of experience in the finance industry.

5
Brett P. Norris
CRD#: 6697750
6201 College Blvd., Suite 325, Overland Park, KS 66211

Brett Norris (CRD# 6697750) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 4 years of experience in the finance industry. Brett Norris 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.

6
Martha L. Paterik
CRD#: 5340446
6201 College Blvd., Suite 325, Overland Park, KS 66211

Martha Paterik (CRD# 5340446) 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.

7
Leslie A. Penka
CRD#: 4535565
6201 College Blvd., Suite 325, Overland Park, KS 66211

Leslie Penka (CRD# 4535565) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 15 years of experience in the finance industry.

8
Matthew D. Wilson
CRD#: 4531423
6201 College Blvd., Suite 325, Overland Park, KS 66211

Matthew Wilson (CRD# 4531423) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 16 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.

9
Lisa M. Brummett
CRD#: 2843838
6201 College Blvd., Suite 325, Overland Park, KS 66211

Lisa Brummett (CRD# 2843838) 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.

10
Max Filbeck
CRD#: 6857829
6201 College Blvd., Suite 325, Overland Park, KS 66211

Max Filbeck (CRD# 6857829) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has 1 year of experience in the finance industry.

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