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Managing Member · Keen Wealth Advisors

William T. Keen

CRD 2212517 · Named on Form ADV at one SEC-registered adviser

At a glance

Keen Wealth Advisors, an SEC-registered wealth manager based in Overland Park, KS with $1.2 billion in regulatory assets, lists William T. Keen on its Form ADV as Managing Member, a control person.

Firms and roles

  • Keen Wealth AdvisorsManaging MemberWealth manager · Overland Park, KS · $1.2B in regulatory assets

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.