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7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-17 |
| KS | RA | APPROVED | 2025-12-01 |
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 |
|---|---|---|---|---|
| Piper School District | Kansas City | KS | 08/2010 | 05/2021 |
| Northland Pool Management | Gladstone | MO | 05/2021 | 08/2021 |
| University Of Kansas | Lawrence | KS | 08/2021 | 05/2025 |
| Central Bank Of The Midwest | Lee's Summit | MO | 05/2023 | 08/2023 |
| Central Trust | Overland Park | KS | 06/2024 | 08/2024 |
| Stepp & Rothwell | Overland Park | KS | 09/2024 | 12/2024 |
| Keen Wealth Advisors | Overland Park | KS | 06/2025 | 02/2026 |
| Keen Wealth Advisors | Overland Park | KS | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
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