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Matthew Anthony Miller

Keen Wealth Advisors

Overland Park, KS

CRD 7767768

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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:

Current Employers
Keen Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-06-15
MO RA APPROVED 2023-06-15
TX RA APPROVED 2023-06-15
  • KS RA
    APPROVED
    Since 2023-06-15
  • MO RA
    APPROVED
    Since 2023-06-15
  • TX RA
    APPROVED
    Since 2023-06-15

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
Keen Wealth Advisors Overland Park KS 06/2023 Present
Keen Wealth Advisors Overland Park KS 12/2021 08/2022
Mccarthy Chevrolet Olathe KS 05/2020 08/2020
You Move Me Overland Park KS 05/2020 08/2020
Cable Dahmer Automotive Group Kansas City MO 05/2019 08/2019
Houlihans Restaurant Overland Park KS 01/2018 08/2018
Milburn Country Club Shawnee KS 04/2017 11/2017
Kansas State University Manhattan KS 05/2019 05/2023
Shawnee Mission South High School Overland Park KS 08/2015 05/2019
Keen Wealth Advisors Overland Park KS 05/2021 08/2021
  • 06/2023 → Present
    Keen Wealth Advisors
    Overland Park, KS
  • 12/2021 → 08/2022
    Keen Wealth Advisors
    Overland Park, KS
  • 05/2020 → 08/2020
    Mccarthy Chevrolet
    Olathe, KS
  • 05/2020 → 08/2020
    You Move Me
    Overland Park, KS
  • 05/2019 → 08/2019
    Cable Dahmer Automotive Group
    Kansas City, MO
  • 01/2018 → 08/2018
    Houlihans Restaurant
    Overland Park, KS
  • 04/2017 → 11/2017
    Milburn Country Club
    Shawnee, KS
  • 05/2019 → 05/2023
    Kansas State University
    Manhattan, KS
  • 08/2015 → 05/2019
    Shawnee Mission South High School
    Overland Park, KS
  • 05/2021 → 08/2021
    Keen Wealth Advisors
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-12
  • S65 Uniform Investment Adviser Law Examination
    2023-01-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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