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Brad Banowetz

Brad Banowetz

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CRD#: 7480385
Brad Banowetz

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brad Banowetz was a registered financial professional .

Brad is a previously registered financial professional and started their career in finance in 2022. Brad had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 5, 2024 - April 16, 2025

KEEN WEALTH ADVISORS

RIA
CRD#: 170293
OVERLAND PARK, KS
Past

August 25, 2023 - July 10, 2024

TRIUNE FINANCIAL PARTNERS, LLC

RIA
CRD#: 152277
OVERLAND PARK, KS
Past

March 8, 2022 - July 28, 2023

EDWARD JONES

RIA
CRD#: 250
Kansas City, MO
Past

February 12, 2022 - July 28, 2023

EDWARD JONES

BD
CRD#: 250
Kansas City, MO

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/19/2022
Securities Industry Essentials 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#: 170293

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