Dione Argelia Ramos
Investment adviser representative at Keen Wealth Advisors
12 yearsExperience
2 statesRegistered in
$1.2BFirm assets
12 yearsFirm in business
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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 AdvisorsJun 2026 to now
- Keen Wealth AdvisorsMay 2025 to Jul 2025
- Crosspoint Wealth PartnersAug 2023 to May 2026
- Meritrust Credit UnionMay 2023 to Aug 2023
- Powercat Financial - Kansas State UniversityMar 2023 to May 2026
- Kansas State UniversityAug 2022 to May 2026
- Career Center - Kansas State UniversityAug 2022 to May 2023
- Alloy ArchitectureFeb 2022 to Jul 2022
- Northeast Magnet High SchoolAug 2018 to May 2022
- Jardine Middle SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 7788665
- Firm CRD
- 170293