Noah
Wildman

Keen Wealth Advisors

CRD#7612756
Investment Advisor
in Overland Park, KS

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About this Advisor

Noah Wildman is a financial advisor based out of Overland Park, Kansas with 1 year of relevant experience. Wildman is an employee of Keen Wealth Advisors. Wildman has gained experience at Abilene Middle School, Abilene High School, Bartley Kennels, Kansas State University, Pepsi-Cola Manhattan, Blueville Nursery, Candlewood Liquor, Arrow Wealth Advisors and Keen Wealth Advisors. Wildman holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Kansas. Keen Wealth Advisors is a business operating out of Overland Park, KS. It has $743 million in assets under management between its 2,146 accounts, making it one of the larger firms in the United States by assets under management. Of its 2,146 accounts, 37% are held by high-net-worth individuals who have at least $1 million in assets. The business provides 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. Fees charged by financial advisors depend on the services provided. Fee types charged by Keen Wealth Advisors most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7500 College Blvd., Suite 1000
Overland Park, KS 66210

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Keen Wealth Advisors Brokerage Details

Total Assets Under Management

$743,124,947

KS Average: $2,243,162,756
Total Number of Employees

23

KS Average: 44
Total Number of Accounts

2,146

KS Average: 4,091
Average Account Size

$346,284

KS Average: $548,316

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

Noah Wildman Work History

Noah has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Keen Wealth Advisors

2022 - 2022 (< 1 year)

Keen Wealth Advisors

2021 - 2021 (< 1 year)

Arrow Wealth Advisors

2020 - 2020 (< 1 year)

Blueville Nursery

2020 - 2021 (1 year)

Candlewood Liquor

2019 - 2020 (1 year)

Pepsi-Cola Manhattan

2018 - 2022 (4 years)

Kansas State University

2014 - 2018 (4 years)

Abilene High School

2014 - 2019 (5 years)

Bartley Kennels

2011 - 2014 (3 years)

Abilene Middle School

*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 Noah Wildman 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

Nick Nguyen
Overland Park, KS
Paul Hefferon
Overland Park, KS
Ryan Kohr
Overland Park, KS
Noah Wildman
Overland Park, KS
Jesse Bunse
Overland Park, KS
Jeb Flynn
Overland Park, KS
Kenzie Applegate
Overland Park, KS
Joshua Hill
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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