LB
CFP
LB
CFP

Lisa Marie Brummett

6 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningTax PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
930 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lisa works as a real estate agent for Keller Williams, The Edlin Team, dedicating about 10-20% of her time to this role. She occasionally shows open houses on weekends.

Employment History
Current Registrations
Keen Wealth Advisors
August 2019 - Present · 6 yrs 6 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.