BK
Bill Keen
Founder And Chief Executive Officer at Keen Wealth Advisors
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Work Experience
Founder And Chief Executive Officer
May 2014 - Present · 10 years and 8 months
Forbes Finance Council Contributing Member
Dec 2019 - Present · 5 years and 1 months
The Keen Wealth Management Group of Wells Fargo Advisors
Managing Director - Investments
May 2001 - May 2014 · 13 years
Company Details
11-50 Employees
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.
Year Founded
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Social Media
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Industry
Financial Services
HQ Location
7500 College Blvd Suite 1000 Overland Park, Kansas 66210, US
Keywords
marketing imagesplanning investment managementretirement planning investmentmanagement tax planningteam retirement planning
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