Raquel Wheeler

Employer firm

Keen Wealth Advisors CRD 170293

$1.23B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 10/2024
  Murdock Banner Financial Group
  Warrensburg, MO
• 07/2021 → 06/2022
  Johnson County Central Dispatch
  Warrensburg, MO
• 08/2021 → 12/2021
  Taqueria Habana
  Warrensburg, MO
• 01/2021 → 07/2021
  University Of Central Missouri
  Warrensburg, MO
• 01/2020 → 02/2021
  Gamestop Llc
  Warrensburg, MO
• 02/2020 → 04/2020
  University Of Central Missouri
  Warrensburg, MO
• 08/2018 → 02/2020
  Dairy Queen
  Warrensburg, MO
• 05/2016 → 07/2019
  Darden Olive Garden
  Overland Park, KS
• 02/2014 → 05/2018
  Shawnee Mission South High School
  Overland Park, KS
• 05/2022 → 04/2023
  Cetera Advisors
  St Cloud, MN
• 04/2023 → 10/2024
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → 10/2024
  Cetera Investment Advisors Llc
  Schaumberg, IL
• 11/2024 → 03/2026
  Northwestern Mutual Investment Services Llc
  Leawood, KS
• 12/2024 → 03/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2026 → Present
  Keen Wealth Advisors
  Overland Park, KS
• 02/2018 → 05/2022
  University Of Central Missouri
  Warrensburg, MO
• 10/2024 → 03/2026
  Northstar Wealth Navigation
  Leawood, KS

Previous Registrations

• 2024-11-11 → 2026-03-31
  Northwestern Mutual Investment Services, Llc
  Leawood, KS
• 2024-03-21 → 2024-10-09
  Cetera Investment Advisers Llc
  Warrensburg, MO
• 2024-01-03 → 2024-03-21
  Cetera Advisors Llc
  Warrensburg, MO

Exams

• S66 Uniform Combined State Law Examination
  2023-11-20

Designations

• Certified Financial Planner

Other Names

• Raquel Victoria Wheeler
• Raquel Wheeler