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.
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Verified contacts
35
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
2
tools in use
Monthly traffic
487
organic / mo
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Decision-makers and verified team members
35 contacts with verified email or phone · masked until revealed.
- HC
Heather Collins
Senior Compliance Specialist · Finance & Accounting
EmailPhone - JT
Jamie Thompson
Operations Manager · Operations
EmailPhone - PH
Paul Hefferon
Senior Financial Planner · Finance & Accounting
EmailPhone - AH
Anne Haines
Editor & Contributor · Writing/Editing
EmailPhone - BD
Bailee Daniels
Digital Creative & Content Specialist · Other
EmailPhone - NG
Natasha Gibbons
Senior Client Services Associate · Customer/Client Service
EmailPhone - NC
Noah Camfield
Financial Planner · Finance & Accounting
EmailPhone - RC
Rachel Cross
Client Services Associate · Customer/Client Service
EmailPhone - JF
Jeb Flynn
Senior Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 35 verified contacts
Top roles at Keen Wealth Advisors
16 distinct titles indexed · top 10 shown.
- 9financial planner
- 4senior financial planner
- 3client services associate
- 2senior client services associate
- 1chief investment officer, president
- 1compliance
- 1compliance specialist ii
- 1digital creative & content specialist
- 1digital creative & content specialist at keen wealth advisors
- 1editor & contributor
- +6more titles
Sign up to unlock all 35 contacts at Keen Wealth Advisors
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