Martha
Paterik
Keen Wealth Advisors
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About this Advisor
Martha Paterik is a financial advisor operating out of Overland Park, Kansas, with a total of 4 years of relevant experience. Paterik is an advisor for Keen Wealth Advisors. Over the course of their career, they have held roles at Vsr Financial Services, Inc, Vsr Advisory Services, Inc, Cetera Financial Group, Purshe Kaplan Sterling Investments and Keen Wealth Advisors. Paterik maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Kansas. Keen Wealth Advisors is a registered investment company that has its headquarters in Overland Park, KS. It controls $743 million in assets under management among its 2,146 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,146 customer accounts, 37% are associated with high-net-worth individuals who have at least $1 million in assets. Keen Wealth Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on the type of financial services. However, fees charged by Keen Wealth Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keen Wealth Advisors Brokerage Details
$743,124,947
23
2,146
$346,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Martha Paterik Work History
Martha has been registered as a financial advisor for 4 years.*
Purshe Kaplan Sterling Investments
Keen Wealth Advisors
Vsr Financial Services, Inc
Vsr Advisory Services, Inc
Cetera Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Martha Paterik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keen Wealth Advisors
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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