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Keen Wealth Advisors

Overland Park, Kansas
Website:
https://keenwealthadvisors.com/
170293
Overland Park, Kansas
Website:
https://keenwealthadvisors.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$914,000,000
Fee model
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Number of employees
0
Custodians
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Description

Locations

7500 College Blvd Ste 1000 Overland Park KS 66210

Services Offered

Services Offered
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Recent News

Keen Wealth Advisors' Founder and CEO, Bill Keen, Honored with University of Central Missouri's 2023 Distinguished Alumni Award for Service
KANSAS CITY, Mo., April 10, 2024 /PRNewswire/ -- Bill Keen, Founder and CEO of Keen Wealth Advisors, has been awarded The University of Central Missouri's esteemed 2023 Distinguished Alumni Award for Service in recognition of his dedication to supporting and uplifting his local community. Bill attended Homecoming weekend where he enjoyed dinner with honorees and gave an acceptance speech, rode in the homecoming parade, and was recognized on the football field at halftime.
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Acquisitions

Number of Acqusitions
3

Success

Partner Success Story Data
Match confidence
N/a
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
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00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Max Equity
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
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00:53
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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Data Room

Investment Management
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Match confidence
N/a
video Overview
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Keen Wealth Advisors's Ideal Partner

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