Keen Wealth Advisors

Finance · Kansas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

6201 College Blvd Ste 325, Overland Park...

Phone Number

(913) 624-1841

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
1
1
2

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 MediaPopular SearchesKeen Wealth AdvisorsKeen Investments LLCKwmg LLCWealth AdvisorsKeen Investments LtdSIC Code 62,628NAICS Code 52,523Show more

Keen Wealth Advisors Org Chart

AK
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
Matthew Wilson, Chief Investment Officer & President at Keen Wealth Advisors
United States flag for contact location.

Chief Investment Officer & President

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Keen Wealth Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Keen Wealth Advisors

Compare insights from companies similar to Keen Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Keen Wealth Advisors

<$5M
11-50
Private
<$5M
2014
AK
Andrew KeenFounder & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
1988
BC
Bob CourtneyOwner and President
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Keen Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Keen Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Keen Wealth Advisors.

Keen Wealth Advisors financials insights

Gather financial insights about Keen Wealth Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Keen Wealth Advisors's Financials Insights

Keen Wealth Advisors Tech Stack

A closer look at the technologies used by Keen Wealth Advisors

Keen Wealth Advisors News & Media

Read more news

Top Finance Companies

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: Copper Canyon Wealth Management, Prism Financial Group, MassMutual, Elliott & Elliott Financial
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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.