Keen Wealth Advisors
Keen Wealth Advisors (CRD# 170293) is a financial advisory firm headquartered in Overland Park, KS. They manage $914,904,729 in 2,386 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management915MILLION
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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
Rey Arellano (CRD# 6262065) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 10 years of experience in the finance industry.
Jesse Bunse (CRD# 6228268) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 10 years of experience in the finance industry.
Jeb Flynn (CRD# 7088543) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 5 years of experience in the finance industry.
William Keen (CRD# 2212517) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 31 years of experience in the finance industry.
Matthew Wilson (CRD# 4531423) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 19 years of experience in the finance industry.
Lisa Brummett (CRD# 2843838) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 27 years of experience in the finance industry.
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.
Paul Hefferon (CRD# 6897051) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 6 years of experience in the finance industry.
Joshua Hill (CRD# 7209589) 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.
Ryan Kohr (CRD# 7588335) 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.