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7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-30 |
| KS | RA | APPROVED | 2020-07-24 |
Branch Locations
7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Stewardship, Llc | Overland Park | KS | 02/2019 | 05/2020 |
| American Lawn And Landscape | Kearney | MO | 07/2018 | 02/2019 |
| Wyatt Park Christian Church | St. Joseph | MO | 06/2015 | 06/2018 |
| Keen Wealth Advisors | Overland Park | KS | 06/2020 | 09/2020 |
| Keen Wealth Advisors | Overland Park | KS | 09/2020 | Present |
Company: Kansas State University Address: 22201 W Innovation Dr, Olathe, KS 66061 Investment Related: Yes Role: Adjunct Professor Start Date: June 2024 Hours Spent/Month: 12-20 Hours Spent/Month During Trading Hours: 5 Compensated: Yes Duties: Teaching financial planning related courses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-10 |
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