Keen Wealth Advisors
Financial Services
7500 College Blvd
29 employees
- Employees
- 29
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Keen Wealth Advisors Overview
- Headquarters
- 7500 College Blvd
- Phone Number
- Available in AeroLeads
- Website
- keenwealthadvisors.com
- Industry
- Financial Services
- Employees
- 29
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Keen Wealth Advisors
KWMG, LLC’s dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company and its representatives may only conduct business in those states where registered or where excluded/exempt or from licensure. For registration information please contact the SEC or the state securities regulators for the states where the company is notice filed. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Keen Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keen Wealth Advisors unless a client service agreement is in place. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to further review. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions, such as “Amazon Bestseller” are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. No advice may be rendered by the company unless a client service agreement is in place. For additional disclosures, please visit our website.
Keen Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Keen Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Paul Hefferon, Cfp® | Keen Wealth Advisors | Kansas City Metropolitan Area, United States |
Email
Phone
|
| Josh H. | Senior Financial Planner at Keen Wealth Advisors | Kansas City, Missouri, United States |
View
|
| Matthew D. Wilson, Cfp® | Helping Engineers Structure Retirement Strategies & Tax Optimization Systems That Align with Their Level of Excellent Attention to Detail - Keen | Leawood, Kansas, United States |
Email
|
| Bill Keen | Founder and CEO of Keen Wealth Advisors - Bestselling Author and Co-host of the Keen on Retirement Podcast - Board Member and Pilot for Angel Flight |
View
|
Employees by Management Level
Individual contributor
11 profiles
Associate / junior
3 profiles
Senior / Lead
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 3 | 3 | 1 |
| General | 2 | 2 | 1 |
| Legal | 2 | 2 | 0 |
| Finance | 1 | 1 | 0 |
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