William Trell Keen

Current Employers

Employment History

• 05/2014 → Present
  Keen Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2003-07-01 → 2014-05-27
  Wells Fargo Clearing Services, Llc
  Mission Woods, KS
  Kansas City, MO
• 2001-05-23 → 2003-07-01
  Prudential Equity Group, Llc
  Kansas City, MO

Other Businesses

1) Role: Author. Start Date: 07/2019 to Present. Address: 7500 College Blvd, Suite 1000, Overland Park, KS 66210. Investment Related: Yes. Hours Spent/ During Trading Hours: 1%/ Less than 1% during trading hours. Duties: Research, writing and marketing book. Compensation: Yes. 2) Company: Angel Flight (non-profit organization). Role: Volunteers time as pilot. Start Date: 01/2019 to Present. Address: 810 Richards Road, Kansas City, MO 64116. Investment Related: No. Hours Spent/ During Trading Hours: 1%/ Less than 1% during trading hours. Duties: Flying patients for medical treatment. Compensation: No. 3) Company: Angel Flight. Role: Treasurer. Start Date: 04/2025 to Present. Address: 810 Richards Road, Kansas City, MO 64116. Investment Related: No. Hours Spent/ During Trading Hours: 0. Compensation: No. Duties: Will report the organization's financial position to the board each quarter. He has no direct access to the organization's financial or investment accounts, other than in the capacity to review and report transactions to the board. 4) Company: KWA Holdings, LLC. Role: Managing Member/Owner. Start Date: 05/2024 to Present. Address: 7500 College Boulevard, Suite 1000, Overland Park, KS 66210. Investment Related: No. Hours Spent/ During Trading Hours: 0. Duties: Company owns and operates to offer private jet charter services. No associated duties or time commitments related to this ownership. Compensation: No.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-18
• S63 Uniform Securities Agent State Law Examination
  1992-08-14

Other Names

• William T Keen
• William Keen
• Bill Keen