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Paul Joseph Hefferon

Keen Wealth Advisors

Overland Park, KS

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Current Employers
Keen Wealth Advisors

7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-01-12
TX RA APPROVED 2022-01-12
  • KS RA
    APPROVED
    Since 2022-01-12
  • TX RA
    APPROVED
    Since 2022-01-12

Branch Locations

7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Lawrence KS 11/2017 01/2018
Breakout Kc Llc Kansas City KS 01/2016 11/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2018 10/2018
Northwestern Mutual Investment Services Llc Olathe KS 01/2018 08/2020
Financial Avenues, Llc Kansas City MO 08/2020 12/2021
Keen Wealth Advisors Overland Park KS 01/2022 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-02-09
  • S63 Uniform Securities Agent State Law Examination
    2018-02-09
Designations
Other Names
  • Paul Hefferon

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
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