KEEN WEALTH ADVISORS - History of Changes


DateDescription
2025-04-28 insert email qv..@keenwealthadvisors.com
2025-04-28 insert person Quinton Vlach
2025-02-23 delete email hc..@keenwealthadvisors.com
2025-02-23 delete person Heather Collins
2025-02-23 insert email wm..@keenwealthadvisors.com
2025-02-23 insert person Will McDonald
2025-01-22 update person_title Josh Hill: Certified Public Accountant; Financial Planner; CFP®, CPA => Senior Financial Planner; Certified Public Accountant; CFP®, CPA
2024-11-20 delete email bd..@keenwealthadvisors.com
2024-11-20 delete person Bailee Daniels
2024-11-20 insert email bj..@keenwealthadvisors.com
2024-11-20 insert person Bailee Jones
2024-10-19 insert email bs..@keenwealthadvisors.com
2024-10-19 insert person Ben Stockert
2024-09-18 insert email nc..@keenwealthadvisors.com
2024-09-18 insert person Noah Camfield
2024-08-17 update person_title Natasha Gibbons: Client Service Associate => Senior Client Service Associate
2024-07-16 update person_description Jeb Flynn => Jeb Flynn
2024-06-12 delete email ra..@keenwealthadvisors.com
2024-06-12 delete person Rey Arellano
2024-06-12 update person_description Jeb Flynn => Jeb Flynn
2024-04-16 insert email eg..@keenwealthadvisors.com
2024-04-16 insert email hc..@keenwealthadvisors.com
2024-04-16 insert person Emma Gustin
2024-04-16 insert person Hannah Casteel
2024-03-16 delete email ka..@keenwealthadvisors.com
2024-03-16 delete person Kenzie Applegate
2024-03-16 insert email ah..@keenwealthadvisors.com
2024-03-16 insert email rc..@keenwealthadvisors.com
2024-03-16 insert email tj..@keenwealthadvisors.com
2024-03-16 insert person Anne Haines
2024-03-16 insert person Rachel Cross
2024-03-16 insert person Tyler Jouret
2024-03-16 update person_description Bailee Daniels => Bailee Daniels
2024-03-16 update person_description Gabrielle Gray => Gabrielle Gray
2024-03-16 update person_description Jacob Eshleman => Jacob Eshleman
2024-03-16 update person_description Lisa Brummett => Lisa Brummett
2024-03-16 update person_description Mallory Grahn => Mallory Grahn
2024-03-16 update person_title Bailee Daniels: Digital Communications Specialist => Digital Creative & Content Specialist
2024-03-16 update person_title Gabrielle Gray: Client Support Administrator => Compliance Specialist
2024-03-16 update person_title Jacob Eshleman: Compliance Specialist => Compliance Specialist II
2024-03-16 update person_title Mallory Grahn: Digital COMMUNICATIONS Specialist => Marketing & Events Coordinator
2023-09-26 delete email ml..@keenwealthadvisors.com
2023-09-26 delete person Mallory Lockhart
2023-09-26 insert email mg..@keenwealthadvisors.com
2023-09-26 insert email mm..@keenwealthadvisors.com
2023-09-26 insert person Mallory Grahn
2023-09-26 insert person Matt Miller
2023-09-26 update person_description Gibson Shaver => Gibson Shaver
2023-09-26 update person_title Gibson Shaver: Client Support Administrator => Support Specialist
2023-08-23 delete email mp..@keenwealthadvisors.com
2023-08-23 delete person Martha Paterik
2023-08-23 insert career_pages_linkeddomain forbes.com
2023-08-23 insert contact_pages_linkeddomain forbes.com
2023-07-20 delete address 6201 College Boulevard, Suite 325 Overland Park, KS 66211
2023-05-04 delete email rk..@keenwealthadvisors.com
2023-05-04 insert email bd..@keenwealthadvisors.com
2023-05-04 insert email ka..@keenwealthadvisors.com
2023-05-04 insert email ml..@keenwealthadvisors.com
2023-05-04 insert person Bailee Daniels
2023-05-04 insert person Kenzie Applegate
2023-05-04 insert person Mallory Lockhart
2023-04-02 delete email bn..@keenwealthadvisors.com
2023-04-02 delete email mf..@keenwealthadvisors.com
2023-04-02 delete person Brett Norris
2023-03-02 insert email gg..@keenwealthadvisors.com
2023-03-02 insert email gs..@keenwealthadvisors.com
2023-03-02 insert email je..@keenwealthadvisors.com
2023-03-02 insert person Gabrielle Gray
2023-03-02 insert person Gibson Shaver
2023-03-02 insert person Jacob Eshleman
2022-12-28 update person_description Noah Wildman => Noah Wildman
2022-12-28 update person_title Nick Nguyen: Associate Financial Planner => Financial Planner
2022-12-28 update person_title Noah Wildman: PARAPlanner => Financial Planner
2022-12-28 update person_title Ryan Kohr: PARAPlanner => Financial Planner
2022-11-26 delete email hc..@keenwealthadvisors.com
2022-11-26 delete person Haley Crawford
2022-10-25 insert address 7500 College Boulevard, Suite 1000
2022-10-25 insert address 7500 College Boulevard, Suite 1000 Overland Park, KS 66210
2022-09-23 delete email lf..@keenwealthadvisors.com
2022-09-23 delete person Lindsey Freemyer
2022-09-23 insert email nw..@keenwealthadvisors.com
2022-09-23 insert email rk..@keenwealthadvisors.com
2022-09-23 insert email rk..@keenwealthadvisors.com
2022-09-23 insert person Noah Wildman
2022-09-23 insert person Ryan Kohr
2022-06-21 update person_description Jeb Flynn => Jeb Flynn
2022-06-21 update person_description Nick Nguyen => Nick Nguyen
2022-06-21 update person_title Nick Nguyen: Paraplanner => Associate Financial Planner
2022-05-20 delete email bk..@keenwealthadvisors.com
2022-05-20 delete person Brian Kloustermeyer
2022-05-20 insert email ph..@keenwealthadvisors.com
2022-05-20 insert person Paul Hefferon
2022-04-19 update person_description Matt Wilson => Matt Wilson
2021-12-12 insert email bk..@keenwealthadvisors.com
2021-12-12 insert index_pages_linkeddomain goo.gl
2021-12-12 insert management_pages_linkeddomain goo.gl
2021-12-12 insert person Brian Kloustermeyer
2021-12-12 update person_description Nick Nguyen => Nick Nguyen
2021-12-12 update person_title Josh Hill: Financial Planner; Certified Public Accountant => Financial Planner; Certified Public Accountant; CFP®, CPA
2021-09-18 insert email nn..@keenwealthadvisors.com
2021-09-18 insert person Nick Nguyen
2021-09-18 update person_title Robin Beach: Client Service Associate => SENIOR Client Service Associate
2021-08-19 delete email lp..@keenwealthadvisors.com
2021-08-19 delete person Leslie Penka
2021-07-17 insert email ng..@keenwealthadvisors.com
2021-07-17 insert person Natasha Gibbons
2021-06-15 delete person Max Filbeck
2021-04-23 delete source_ip 104.16.65.197
2021-04-23 delete source_ip 104.16.66.197
2021-04-23 delete source_ip 104.16.67.197
2021-04-23 delete source_ip 104.16.68.197
2021-04-23 delete source_ip 104.16.69.197
2021-04-23 insert source_ip 18.209.242.7
2021-04-23 insert source_ip 3.88.95.32
2021-02-01 delete about_pages_linkeddomain tamaracinc.com
2021-02-01 delete contact_pages_linkeddomain tamaracinc.com
2021-02-01 delete index_pages_linkeddomain tamaracinc.com
2021-02-01 delete management_pages_linkeddomain tamaracinc.com
2021-02-01 delete service_pages_linkeddomain tamaracinc.com
2021-02-01 insert about_pages_linkeddomain orionadvisor.com
2021-02-01 insert contact_pages_linkeddomain orionadvisor.com
2021-02-01 insert email bn..@keenwealthadvisors.com
2021-02-01 insert email jf..@keenwealthadvisors.com
2021-02-01 insert index_pages_linkeddomain orionadvisor.com
2021-02-01 insert management_pages_linkeddomain orionadvisor.com
2021-02-01 insert person Brett Norris
2021-02-01 insert person Jeb Flynn
2021-02-01 insert service_pages_linkeddomain orionadvisor.com
2020-09-23 insert email hc..@keenwealthadvisors.com
2020-09-23 insert email jh..@keenwealthadvisors.com
2020-09-23 insert person Haley Crawford
2020-09-23 insert person Josh Hill
2020-05-10 update person_title Jamie Thompson: HR Generalist and Controller; HR Generalist, Controller => Operations Manager
2020-01-09 delete email kh..@keenwealthadvisors.com
2020-01-09 delete email kk..@keenwealthadvisors.com
2020-01-09 delete person Kelela Kiyono
2020-01-09 delete person Krisha Harshfield
2020-01-09 insert about_pages_linkeddomain caprivacy.org
2020-01-09 insert contact_pages_linkeddomain caprivacy.org
2020-01-09 insert index_pages_linkeddomain caprivacy.org
2020-01-09 insert management_pages_linkeddomain caprivacy.org
2020-01-09 insert service_pages_linkeddomain caprivacy.org
2019-12-09 update person_description Jamie Thompson => Jamie Thompson
2019-12-09 update person_description Lisa Brummett => Lisa Brummett
2019-12-09 update person_title Jamie Thompson: Client Service Associate => HR Generalist and Controller; HR Generalist, Controller
2019-11-09 delete email cd..@keenwealthadvisors.com
2019-11-09 delete person Carol Dawson
2019-11-09 update person_description Bill Keen => Bill Keen
2019-09-09 delete email es..@keenwealthadvisors.com
2019-09-09 delete person Eric Savio
2019-09-09 update person_title Heather Collins: Compliance Specialist => Senior Compliance Specialist
2019-09-09 update person_title Lisa Brummett: Paraplanner => Financial Planner
2019-08-10 update person_description Max Filbeck => Max Filbeck
2019-07-10 insert general_emails in..@keenwealthadvisors.com
2019-07-10 insert email in..@keenwealthadvisors.com
2019-06-09 update person_title Leslie Penka: Chief Compliance Officer; Operations Manager => Chief Compliance Officer and VP of Operations
2019-04-09 update person_title Leslie Penka: Operations Manager => Chief Compliance Officer; Operations Manager
2019-03-04 delete source_ip 23.21.55.208
2019-03-04 delete source_ip 50.17.182.107
2019-03-04 delete source_ip 54.243.201.210
2019-03-04 insert source_ip 104.16.65.197
2019-03-04 insert source_ip 104.16.66.197
2019-03-04 insert source_ip 104.16.67.197
2019-03-04 insert source_ip 104.16.68.197
2019-03-04 insert source_ip 104.16.69.197
2018-12-20 delete email ab..@keenwealthadvisors.com
2018-12-20 delete email st..@keenwealthadvisors.com
2018-12-20 delete person Amanda Brown
2018-12-20 delete person Sarah Tipping
2018-12-20 update person_description Max Filbeck => Max Filbeck
2018-12-20 update person_title Max Filbeck: Associate Financial Planner => null
2018-10-14 insert email kh..@keenwealthadvisors.com
2018-10-14 insert person Krisha Harshfield
2018-10-14 update person_description Heather Collins => Heather Collins
2018-08-30 insert chiefinvestmentofficer Matthew Wilson
2018-08-30 delete source_ip 54.225.168.212
2018-08-30 delete source_ip 54.235.195.0
2018-08-30 delete source_ip 54.243.168.108
2018-08-30 insert email mf..@keenwealthadvisors.com
2018-08-30 insert person Max Filbeck
2018-08-30 insert source_ip 23.21.55.208
2018-08-30 insert source_ip 50.17.182.107
2018-08-30 insert source_ip 54.243.201.210
2018-08-30 update person_title Matthew Wilson: Managing Director => Managing Director; Chief Investment Officer
2018-07-14 delete source_ip 54.227.236.208
2018-07-14 delete source_ip 54.243.71.120
2018-07-14 delete source_ip 54.243.171.220
2018-07-14 insert source_ip 54.225.168.212
2018-07-14 insert source_ip 54.235.195.0
2018-07-14 insert source_ip 54.243.168.108
2018-05-05 delete source_ip 23.21.81.94
2018-05-05 delete source_ip 50.19.81.50
2018-05-05 delete source_ip 54.243.251.60
2018-05-05 insert email jb..@keenwealthadvisors.com
2018-05-05 insert email kk..@keenwealthadvisors.com
2018-05-05 insert email lp..@keenwealthadvisors.com
2018-05-05 insert person Jesse Bunse
2018-05-05 insert person Kelela Kiyono
2018-05-05 insert person Leslie Penka
2018-05-05 insert source_ip 54.227.236.208
2018-05-05 insert source_ip 54.243.71.120
2018-05-05 insert source_ip 54.243.171.220
2018-05-05 update person_title Sarah Tipping: Vice President of Operations; Chief Compliance Officer => Chief Compliance Officer
2018-02-04 delete email aw..@keenwealthadvisors.com
2018-02-04 delete person Andrea West
2018-02-04 delete source_ip 50.16.194.114
2018-02-04 insert source_ip 54.243.251.60
2017-12-26 delete email as..@keenwealthadvisors.com
2017-12-26 delete person Amanda Stinebaugh
2017-12-26 delete source_ip 107.20.176.176
2017-12-26 delete source_ip 54.235.107.182
2017-12-26 delete source_ip 54.235.180.39
2017-12-26 insert email ab..@keenwealthadvisors.com
2017-12-26 insert email aw..@keenwealthadvisors.com
2017-12-26 insert person Amanda Brown
2017-12-26 insert person Andrea West
2017-12-26 insert source_ip 23.21.81.94
2017-12-26 insert source_ip 50.16.194.114
2017-12-26 insert source_ip 50.19.81.50
2017-11-26 delete source_ip 23.21.180.205
2017-11-26 insert email as..@keenwealthadvisors.com
2017-11-26 insert email jt..@keenwealthadvisors.com
2017-11-26 insert email ra..@keenwealthadvisors.com
2017-11-26 insert person Amanda Stinebaugh
2017-11-26 insert person Jamie Thompson
2017-11-26 insert person Rey Arellano
2017-11-26 insert source_ip 54.235.107.182
2017-11-26 update person_title Eric Savio: Associate Wealth Advisor => Financial Planner
2017-10-28 delete contact_pages_linkeddomain twitter.com
2017-10-28 delete email jg..@keenwealthadvisors.com
2017-10-28 delete person Jon Greene