Sherri Louise Bliss
Investment adviser representative at Keen Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Keen Wealth AdvisorsApr 2025 to now
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Chinquapin Trust CompanyDec 2023 to Mar 2025
- Creativeone Securities, LLCJul 2023 to Dec 2023
- Creativeone Wealth, LLCJul 2023 to Dec 2023
- Ersi Wealth Management (kestra Advisory Services, LLC.)Apr 2018 to Jun 2023
- Ersi Wealth Management (kestra Investment Services, LLC)Apr 2018 to Jun 2023
- Edward JonesMay 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Keen Wealth Advisors
Legal name: Kwmg, LLC
$1.2BAssets managed
1,018Clients
22Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6636076
- Firm CRD
- 170293