TrueAdvisor
TrueAdvisor
BS
BS

Benton Jon Stockert

Keen Wealth Advisors
4 Years of Experience
View SEC Summary
View SEC Summary
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

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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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Employment History
Current Registrations
Keen Wealth Advisors
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2022 - May 2024 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
September 2021 - May 2024 · 2 yrs 8 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.