Noah Joseph Wildman

CFP

2 Years of Experience

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.

Employment History

Current Registrations

Keen Wealth Advisors

December 2022 - Present · 3 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.