Keen Wealth Advisors

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

6201 College Blvd Ste 325, Overland Park...

Phone Number

(913) 624-1841

Revenue

<$5 Million

Industry

Finance Securities Trading

About Keen Wealth Advisors

Keen Wealth Advisors is a Registered Investment Advisory firm based in Overland Park, KS, specializing in retirement planning, investment management, tax planning, estate planning, and income planning. They focus on understanding the unique goals and challenges of their clients, particularly those approaching retirement, by providing personalized financial plans and comprehensive support. Operating as a fiduciary, the firm prioritizes acting in the best interest of clients while helping them achieve confidence in their financial future. Their services are designed to inspire confidence and provide clarity in the often complex retirement planning process.Explore more
Keen Wealth Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Keen Wealth Advisors Org Chart

PhoneEmail
Matthew Wilson, Chief Investment Officer & President at Keen Wealth Advisors
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Chief Investment Officer & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Keen Wealth Advisors

<$5M
11-50
Private
<$5M
2014
Matthew Wilson, Chief Investment Officer & President at Keen Wealth Advisors
Matthew WilsonChief Investment Officer & President
<$5M
1-10
Private
<$5M
1988
BC
Bob CourtneyOwner and President
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
Illustration of an envelope

Keen Wealth Advisors Tech Stack

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Frequently Asked Questions Regarding Keen Wealth Advisors

What is Keen Wealth Advisors's official website?
Keen Wealth Advisors's official website is www.keenwealthadvisors.com
What is Keen Wealth Advisors's Revenue?
Keen Wealth Advisors's revenue is <$5 Million
What is Keen Wealth Advisors's SIC code?
Keen Wealth Advisors's SIC: 62,628
What is Keen Wealth Advisors's NAICS code?
Keen Wealth Advisors's NAICS: 52,523
How many employees does Keen Wealth Advisors have?
Keen Wealth Advisors has 11-50 employees
What industry does Keen Wealth Advisors belong to?
Keen Wealth Advisors is in the industry of: Finance, Securities Trading
What is Keen Wealth Advisors competition?
Keen Wealth Advisors top competitors include: Prism Financial Group, Rogers Financial Group
What technology does Keen Wealth Advisors use?
Some of the popular technologies that Keen Wealth Advisors uses are: goo.gl, Salesforce Pardot, Barracuda Networks, Google Font API
How do I contact Keen Wealth Advisors?
Keen Wealth Advisors contact info: Phone number: (913) 624-1841 Website: www.keenwealthadvisors.com
What does Keen Wealth Advisors do?

Keen Wealth Advisors is a Registered Investment Advisory firm based in Overland Park, KS, specializing in retirement planning, investment management, tax planning, estate planning, and income planning. They focus on understanding the unique goals and challenges of their clients, particularly those approaching retirement, by providing personalized f... inancial plans and comprehensive support. Operating as a fiduciary, the firm prioritizes acting in the best interest of clients while helping them achieve confidence in their financial future. Their services are designed to inspire confidence and provide clarity in the often complex retirement planning process.Read More

What are Keen Wealth Advisors social media links?
Keen Wealth Advisors Linkedin page Keen Wealth Advisors Twitter page Keen Wealth Advisors Facebook page
Is Keen Wealth Advisors a public company?
Keen Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Keen Wealth Advisors

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