Sherri Louise Bliss

Current Employers

Employment History

• 05/2016 → 04/2018
  Edward Jones
  St Louis, MO
• 04/2018 → 06/2023
  Ersi Wealth Management (Kestra Investment Services, Llc)
  Centennial, CO
• 04/2018 → 06/2023
  Ersi Wealth Management (Kestra Advisory Services, Llc.)
  Centennial, CO
• 07/2023 → 12/2023
  Creativeone Securities, Llc
  Overland Park, KS
• 07/2023 → 12/2023
  Creativeone Wealth, Llc
  Overland Park, KS
• 12/2023 → 03/2025
  Chinquapin Trust Company
  Kansas City, MO
• 04/2025 → 04/2026
  Keen Wealth Advisors
  Overland Park, KS
• 04/2025 → Present
  Keen Wealth Advisors
  Overland Park, KS
• 04/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2026 → Present
  Keen Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2023-07-18 → 2023-12-04
  Creativeone Wealth, Llc
  Overland Park, KS
  Overland Park, KS
• 2018-04-16 → 2023-06-08
  Kestra Advisory Services, Llc
  Centennial, CO
  Austin, TX
• 2016-08-19 → 2018-04-05
  Edward Jones
  Centennial, CO
  Centennial, CO
  St Louis, MO

Other Businesses

1) Keen Wealth Advisors. Investment Related. At Registered Location. RIA. Director of Operations. 4/1/2025. 160. 160 during securities trading hours. Manage day-to-day operations of the RIA. 2) Purshe Kaplan Sterling Investments (PKS) - Registered Representative - 04/2025-Present, Investment Related, 80 State Street Albany, NY 12211, Spends less than 1 hour/month on this activity during trading hours. 3) Holds insurance licenses for Life, Health, and Variable lines, but is not actively participating in sales of insurance products

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30

Designations

Other Names

• Louise Shahrzad Ahmadi