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Bill Keen active positions
Companies | Position | Start | End |
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KWMG LLC
![]() KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting. | Chief Executive Officer | 2013-12-31 | - |
Founder | 2013-12-31 | - | |
Portfolio Manager-Equities | 2013-12-31 | - |
Career history of Bill Keen
Former positions of Bill Keen
Companies | Position | Start | End |
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Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - | - |
Training of Bill Keen
University of Central Missouri | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
KWMG LLC
![]() KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting. | Finance |
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