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Wealth Advisor Daily
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Monday, October 5, 2026The Morning Brief →Sign in
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Keen Wealth Advisors

OVERLAND PARK, KS
CRD: 170293
In PWD coverage since August 19, 2026 · 4 stories
$1.2BRegulatory AUMSEC Form ADV · Oct 3
30EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 3
PWD coverage
advisor_note

Modern Wealth logs six advisor moves and a four-advisor liftout in one day

The Sept. 28 records show the week's largest single advisor count; UBS and Raymond James each lost three-advisor teams earlier in the week.
the_wrap · Sep 28Tavarez, Barnett & Steen leave UBS for Frost Investment Services
the_tape · Sep 28Frost, LPL, Modern Wealth, Merit and Keen add advisors in late September
exit · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
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