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Andrew Keehn

Advisor at Brookwood Investment Group

Updated today

Location

Topeka, KS

Credentials

Series 63, Series 66

Industry experience

4 years

About

Andrew Keehn is a financial advisor with Brookwood Investment Group in Topeka, KS, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at multiple firms including Redwood Private Wealth LLC and OWLFI RIA. Outside of his advisory role, he owns Blackstone Wealth Protectors, a tax services business. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated service platforms.

Client services

Based on Brookwood Investment Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookwood Investment Group

General retirement planning Active portfolio management Passive / index investing

Occupation focus

Based on Brookwood Investment Group

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees ranging from $1,000 to $10,000 for financial planning; up to $50,000 fixed fees for pension consulting; $60 annual technology fee per account.

Percentage

Negotiable, up to 2.50% annually (flat, linear, or tiered structures possible)

Commissions

Commissions on insurance products sold through affiliated entity Brookwood Insurance Group.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Fixed fees ranging from $1,000 to $10,000 for financial planning; hourly fees up to $500/hour; fixed fees up to $50,000 for pension consulting.

Location

Topeka, KS

Most active in

Kansas

Work history

Brookwood Investment Group

2025 - Present (1 year)

OWLFI RIA

2023 - Present (3 years)

Redwood Private Wealth LLC

2022 - 2023 (1 year)

ChangePath, LLC

2020 - 2020 (1 year)

Blackstone Wealth Protectors

2019 - Present (7 years)

Park Avenue securities

2019 - 2020 (1 year)

Edward Jones

2018 - 2019 (1 year)

MWA Financial Services Inc

2018 - 2018 (1 year)

Modern Woodmen of America

2018 - 2018 (1 year)

Cambridge Investment Research, Inc.

2018 - 2018 (1 year)

DM Bruce Associates Insurance

2018 - 2018 (1 year)

Farmers Financial Solutions

2017 - 2018 (1 year)

Farmers Insurance

2016 - 2018 (2 years)

Keehn Rentals

2015 - 2016 (1 year)

Santa's Little Helpers

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
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Nicholas S

Series 65, Series 66

Topeka, KS

Avant Wealth Management, LLC

Nicholas Schilling is a financial advisor with Avant Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. He has worked at FMT Solutions, LLC, AE Wealth Management, LLC, and Advisors Excel. In addition to advisory work, he is licensed as a life and health insurance agent and is involved in business management consulting. Avant Wealth Management is an independent, single-advisor firm providing discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, and businesses. The firm manages a small client base using both fundamental and technical analysis and delivers managed accounts through the Altruist platform.

Options & derivatives strategies Real estate investing
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Kristopher M

Series 63

Topeka, KS

T & M Financial Inc.

Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.

College savings (529s, UTMA, etc.)
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Vincent F

Series 63, Series 65

Topeka, KS

Generations Wealth Design

Vincent Foster is a financial advisor with Generations Wealth Design in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked with Cambridge Investment Research Advisors and National Planning Corporation. Outside of advising, he is involved in operating Showcase Loft and Lounge, a business he has been part of for over 40 years. Generations Wealth Design provides wealth management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement-account advice, and access to third-party model portfolios, focusing on long-term strategies while allowing tactical adjustments.

Concentrated stock management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet)
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James L

Series 63, Series 65

Topeka, KS

Paladin Financial

James Lord is a financial advisor with Paladin Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior roles include work with Gradient Securities, LORD'S WEALTH PARTNERS, and his own firm, Lord's Financial Planning. Outside of advising, he records motivational radio spots for a program called "90 Seconds to a Greater You." Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope fiduciary services. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, and it integrates outside managers and model portfolios through a network of affiliated advisory and non-advisory entities.

Active portfolio management Options & derivatives strategies
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Ryan S

Series 66

Topeka, KS

Next Generation Investing, LLC

Ryan Shumaker is the owner and managing member of Retirement Portfolios, LLC in Lawrence, Kansas, with 17 years of industry experience. He holds a Series 66 designation and has worked at World Equity Group, TCM Securities, and co-owns Next Generation Investing, LLC. Outside of advisory services, he owns a tax preparation business and a farming operation. Retirement Portfolios, LLC provides financial planning and portfolio management services to individuals, trusts, endowments, businesses, and other registered investment advisers. The firm manages approximately $154 million across about 225 client accounts, offering discretionary portfolio management, standalone financial plans, and educational workshops. Their investment approach combines fundamental, technical, charting, cyclical, and quantitative analysis, implementing a range of strategies including long-term, short-term, and trading.

Charitable giving & philanthropy General estate planning guidance Income planning
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