Paul Joseph Hefferon
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 AdvisorsJan 2022 to now
- Financial Avenues, LLCAug 2020 to Dec 2021
- Northwestern Mutual Investment Services LLCJan 2018 to Aug 2020
- Northwestern Mutual Life Insurance CompanyJan 2018 to Oct 2018
- UnemployedNov 2017 to Jan 2018
- Breakout Kc LLCJan 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
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
- 6897051
- Firm CRD
- 170293