William Tate Mcdonald
Investment adviser representative at Keen Wealth Advisors
12 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
12 years in the industry.
- Keen Wealth AdvisorsNov 2024 to now
- Creative Planning, LLCJun 2021 to Nov 2024
- Security Bank of Kansas CityJul 2017 to Jun 2021
- University of KansasAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7410094
- Firm CRD
- 170293