Sherri L. Bliss

KEEN WEALTH ADVISORS

Overland Park, KS 66210

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CRD#: 6636076

Professional summary

Sherri Louise Bliss, AIF®, CFP®, who also goes by Louise Shahrzad Ahmadi, is a registered financial advisor currently at KEEN WEALTH ADVISORS located in Overland Park, Kansas and PURSHE KAPLAN STERLING INVESTMENTS located in Overland Park, Kansas.

Sherri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Sherri has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Louise Shahrzad Ahmadi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Keen Wealth Advisors. Investment Related. At Registered Location. RIA. Director of Operations. 4/1/2025. 160. 160 during securities trading hours. Manage day-to-day operations of the RIA. 2) Purshe Kaplan Sterling Investments (PKS) - Registered Representative - 04/2025-Present, Investment Related, 80 State Street Albany, NY 12211, Spends less than 1 hour/month on this activity during trading hours. 3) Holds insurance licenses for Life, Health, and Variable lines, but is not actively participating in sales of insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherri Louise Bliss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

April 9, 2025 - Present

KEEN WEALTH ADVISORS

Office #1: 7500 College Blvd., Suite 1000, Overland Park, KS 66210

RIA

CRD#: 170293

Overland Park, KS

Current

May 30, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 7500 College Blvd Suite 1000, Overland Park, KS 66210

CRD#: 35747

Overland Park, KS

Past

July 18, 2023 - December 4, 2023

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Overland Park, KS

Past

July 18, 2023 - December 4, 2023

CREATIVEONE SECURITIES, LLC

CRD#: 152974

Overland Park, KS

Past

April 16, 2018 - June 8, 2023

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Centennial, CO

Past

April 16, 2018 - June 8, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

CENTENNIAL, CO

Past

August 19, 2016 - April 5, 2018

EDWARD JONES

RIA

CRD#: 250

CENTENNIAL, CO

Past

June 10, 2016 - April 5, 2018

EDWARD JONES

CRD#: 250

CENTENNIAL, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KEEN WEALTH ADVISORS

KEEN WEALTH ADVISORS | KWMG, LLC

CRD#: 170293 / SEC#: 801-79725

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Kansas
(4/9/2025)

Kansas
(5/30/2025)

IAR

Texas
(4/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/30/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KEEN WEALTH ADVISORS

KEEN WEALTH ADVISORS | KWMG, LLC

CRD#: 170293 / SEC#: 801-79725

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(913) 624-1841

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KEEN WEALTH ADVISORS FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,605
AUM (Assets Under Management)	$ 1,040,995,987

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sherri L. Bliss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherri Louise Bliss's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CREATIVEONE WEALTH, LLC

CREATIVEONE SECURITIES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

KEEN WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/10/2016

FINRA

Current Firm

KEEN WEALTH ADVISORS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEEN WEALTH ADVISORS

TRUST BUT VERIFY

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