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).

Current Firm Details
7500 College Blvd., Suite 1000, Overland Park, KS 66210
https://www.linkedin.com/in/bill-keen-crpc%c2%ae-b3536830
By the Numbers
  • Total Assets Under Management
    915
    MILLION
  • Total Number of Accounts
    2,386
    ACCOUNTS
  • Average Account Value
    $383,447
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
The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, OH, OK, TN, TX, VA, WA

Financial Advisors at Keen Wealth Advisors
Showing 11 - 13 of 13 top financial advisors.
11
Matthew Miller, financial advisor Overland Park KS
Matthew A. Miller
CRD#: 7767768
7500 College Blvd., Suite 1000, Overland Park, KS 66210

Matthew Miller (CRD# 7767768) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has 1 year of experience in the finance industry.

12
Nick Nguyen, financial advisor Overland Park KS
Nick Nguyen
CRD#: 7439559
7500 College Blvd., Suite 1000, Overland Park, KS 66210

Nick Nguyen (CRD# 7439559) 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.

13
Noah Wildman, financial advisor Overland Park KS
Noah J. Wildman
CRD#: 7612756
7500 College Blvd., Suite 1000, Overland Park, KS 66210

Noah Wildman (CRD# 7612756) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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