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William Tate Mcdonald

Keen Wealth Advisors

Overland Park, KS

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Current Employers
Keen Wealth Advisors

7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-11-22
TX RA APPROVED 2024-11-22
  • KS RA
    APPROVED
    Since 2024-11-22
  • TX RA
    APPROVED
    Since 2024-11-22

Branch Locations

7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning, Llc Overland Park KS 06/2021 11/2024
Security Bank Of Kansas City Kansas City KS 07/2017 06/2021
University Of Kansas Lawrence KS 08/2014 05/2017
Keen Wealth Advisors Overland Park KS 11/2024 Present
  • 06/2021 → 11/2024
    Creative Planning, Llc
    Overland Park, KS
  • 07/2017 → 06/2021
    Security Bank Of Kansas City
    Kansas City, KS
  • 08/2014 → 05/2017
    University Of Kansas
    Lawrence, KS
  • 11/2024 → Present
    Keen Wealth Advisors
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-11
  • S65 Uniform Investment Adviser Law Examination
    2021-11-11
Designations
Other Names
  • William Tate Mcdonald
  • Will Mcdonald
  • William Mcdonald

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
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