Sherri Louise Bliss

CFP

8 Years of Experience

Broker

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningTax PlanningCharitable GivingEducation Planning

Keen Wealth Advisors

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

Location

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

Get directions

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.

Other Business Activities

Sherri is the Director of Operations at Keen Wealth Advisors, a Registered Investment Advisor (RIA). She dedicates full-time hours to managing the day-to-day operations of the RIA, including during securities trading hours.