Paul Joseph Hefferon

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

• 11/2017 → 01/2018
  Unemployed
  Lawrence, KS
• 01/2016 → 11/2017
  Breakout Kc Llc
  Kansas City, KS
• 01/2018 → 10/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2018 → 08/2020
  Northwestern Mutual Investment Services Llc
  Olathe, KS
• 08/2020 → 12/2021
  Financial Avenues, Llc
  Kansas City, MO
• 01/2022 → Present
  Keen Wealth Advisors
  Overland Park, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-02-09

Designations

• Certified Financial Planner

Other Names

• Paul Hefferon