Advisors at this firm
Luke D
Series 65
Overland Park, KS
Keen Wealth Advisors
Luke Dandar is a financial advisor at Keen Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Stepp & Rothwell, Central Trust, and Central Bank of the Midwest. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a blend of fundamental and technical analysis.
Tyler J
Series 65
Overland Park, KS
Keen Wealth Advisors
Tyler Jouret is a financial advisor at Keen Wealth Advisors with a Series 65 designation and experience in the industry since 2023. Prior to joining Keen Wealth Advisors, he served in the U.S. Army from 2015 to 2019 and currently holds the rank of Staff Sergeant in the Kansas Army National Guard, where he supervises a HIMARS artillery crew. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.
Quinton V
Series 65
Overland Park, KS
Keen Wealth Advisors
Quinton Vlach is a financial advisor with Keen Wealth Advisors, holding a Series 65 license and one year of industry experience. His prior work includes roles at Prosperity Planning Inc. and Powercat Financial, as well as various positions connected to Kansas State University. Outside of finance, he has managed a lawn care business for six years. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and financial planning, typically managing accounts on a discretionary basis using a mix of fundamental and technical analysis.
William K
Series 63, Series 65
Overland Park, KS
Keen Wealth Advisors
William Keen is a financial advisor with Keen Wealth Advisors in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Keen Wealth Advisors in 2014, he worked elsewhere in the financial sector. Outside of his advisory role, Keen is an author and volunteers as a pilot for the nonprofit Angel Flight, where he also serves as treasurer. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.
Elijah F
Series 65
Overland Park, KS
Keen Wealth Advisors
Elijah Fleming is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation. He has recently started his career in the industry and has prior experience working at the University of Missouri - Columbia and in concessions roles at state parks. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a focus on discretionary account management and a blend of fundamental and technical analysis.
Noah W
CFP®, Series 65
Overland Park, KS
Keen Wealth Advisors
Noah Wildman is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. Prior to joining Keen Wealth Advisors, he held positions at Arrow Wealth Advisors and worked in various roles outside finance, including at Candlewood Liquor and Pepsi-Cola Manhattan. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.
Sherri B
CFP®, Series 66
Overland Park, KS
Keen Wealth Advisors
Sherri Bliss is a Certified Financial Planner® with eight years of industry experience, currently serving at Keen Wealth Advisors. Her prior roles include positions at Chinquapin Trust Company, ERSI Wealth Management, and Edward Jones. She also holds life, health, and variable insurance licenses but is not actively engaged in insurance sales. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning with a focus on discretionary account management, integrating written financial plans with active portfolio oversight.
William M
CFP®, Series 65
Overland Park, KS
Keen Wealth Advisors
William Mc Donald is a CFP® and holds a Series 65 license, with four years of industry experience. He currently works at Keen Wealth Advisors and previously held roles at Creative Planning, LLC, and Security Bank of Kansas City. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.
Jeb F
CFP®, Series 65
Overland Park, KS
Keen Wealth Advisors
Jeb Flynn is a CFP® and Series 65-licensed financial advisor with six years of industry experience, currently with Keen Wealth Advisors. His prior roles include positions at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has served as an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing over $1 billion in client assets through discretionary account management and a blend of fundamental and technical analysis methods.
Ryan K
CFP®, Series 65
Overland Park, KS
Keen Wealth Advisors
Ryan Kohr is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. Prior to joining Keen Wealth Advisors, he worked at Powercat Financial and has a background that includes roles at Kansas State University and Camp Wood YMCA. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and financial planning services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.
Joshua H
CFP®, Series 65
Overland Park, KS
Keen Wealth Advisors
Joshua Hill is a CFP® with five years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors since 2019. Prior to joining Keen, he worked at EY from 2015 to 2019. Hill holds an active CPA designation but does not offer accounting or tax services to his advisory clients. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.
Hunter S
Series 65
Overland Park, KS
Keen Wealth Advisors
Hunter Smith is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Financial Avenues LLC, Central Bank of Warrensburg, and the University of Central Missouri. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis methods.
Benton S
Series 63, Series 66
Overland Park, KS
Keen Wealth Advisors
Benton Stockert is a financial advisor at Keen Wealth Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Keen Wealth Advisors, he worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Benton’s background also includes roles in campus acquisitions and asset management. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and financial planning, managing approximately $1.04 billion in client assets through discretionary account management that integrates written financial plans with active portfolio strategies.
Matthew W
CFP®, Series 66
Overland Park, KS
Keen Wealth Advisors
Matthew Wilson is a CFP® with 21 years of experience, currently serving as an advisor at Keen Wealth Advisors. He has been with Keen Wealth Advisors since 2014 and holds a Series 66 license. Outside of his advisory role, Wilson is involved in several automobile-related ventures, including ownership and operation of racing and driving event LLCs. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a blend of fundamental and technical analysis.
James F
Series 65
Overland Park, KS
Keen Wealth Advisors
James Forsyth is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation with approximately one year of experience in the advisory field. He previously served 20 years in the United States Army before retiring and held a role at Open Petal Farm. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and retirement-plan advisory services, managing over $1 billion in client assets through a combination of discretionary account management and active portfolio strategies.