Bill Keen Email & Phone Number
Founder and CEO @ Keen Wealth Advisors
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Bill Keen Location
- Kansas City, MO
Bill Keen Work
- 2014 - now Founder and CEO @
- 2001 - 2014 Managing Director - Investments @ The Keen Wealth Management Group of Wells Fargo Advisors
- 1992 - 2001 Vice President - Financial Advisor @ Major Brokerage
Bill Keen Education
- University of Central Missouri
Bachelor of Science in Business Administration (Finance)
Bill Keen Skills
- Retirement Planning
- Wealth Management
- Retirement
- Finance
- Asset Allocation
- Series 63
- Asset Management
- Strategic Financial Planning
- Fixed Income
- Investment Strategies
- Investment Advisory
- Management
- Financial Advisory
- Portfolio Management
- Investments
- Financial Services
- Equities
- Mutual Funds
- Series 7
- Securities
Bill Keen Summary
- Bill Keen, is currently a Founder and CEO at Keen Wealth Advisors. Bill Keen brings experience from previous roles at The Keen Wealth Management Group of Wells Fargo Advisors and Major Brokerage. Bill Keen holds a Bachelor of Science in Business Administration in Finance @ University of Central Missouri. With a robust skill set that includes Retirement Planning, Wealth Management, Retirement, Finance, Asset Allocation and more. Bill Keen has 5 emails and 3 mobile phone numbers on RocketReach.
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Top Keen Wealth Advisors Employees
Natasha Gibbons
Senior Client Services Associate
Kansas City, MO, US
Jesse Bunse
Owner
Kansas City, MO, US
Josh H
Senior Financial Planner
Kansas City, MO, US
Noah Camfield
Financial Planner
Overland Park, KS, US
Ryan Kohr
Financial Planner
Prairie Village, KS, US
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