Sherri Bliss is a CFP-designated registered investment advisor, based in Overland Park, KS, with 8 years of industry experience.
Location
7500 College Blvd., Suite 1000, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Keen Wealth Advisors
Previous Registrations
Creativeone Wealth, LLC
Creativeone Securities, LLCBroker
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.