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JF

Jeb M. Flynn

KEEN WEALTH ADVISORS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 7088543
JF

Professional summary

Jeb Michael Flynn, CFP® is a registered financial advisor currently at KEEN WEALTH ADVISORS located in Overland Park, Kansas.

Jeb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeb has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeb Michael Flynn'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®
CFP®

Certified Financial Planner

Experience

Current

July 24, 2020 - Present

KEEN WEALTH ADVISORS

Office #1: 7500 College Blvd., Suite 1000, Overland Park, KS 66210
RIA
CRD#: 170293
Overland Park, KS
Past

April 10, 2019 - May 27, 2020

SOUND STEWARDSHIP, LLC

RIA
CRD#: 129755
OVERLAND PARK, KS

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".
KW
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.

Highlighted states indicate IAR registrations

IAR
Kansas
(7/24/2020)
IAR
Texas
(11/30/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/10/2019
Uniform Investment Adviser Law Examination

Current Firm

KW
KEEN WEALTH ADVISORS
KEEN WEALTH ADVISORS | KWMG, LLC

CRD#: 170293 / SEC#: 801-79725

RIA
Registered Investment Advisory firm - (5/23/2014 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
30

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KEEN WEALTH ADVISORS FORM ADV PART 2A - FIRM BROCHURE (3/20/2026)
FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (3/20/2026)

Regulatory assets under management

Total Number of Accounts2,916
AUM (Assets Under Management)$ 1,233,414,323

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.

Company Information

KEEN WEALTH ADVISORS

CRD#: 170293Overland Park, KS 66210

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