Mick Keeven (CRD# 7280175) is an Investment Advisor Representative working at Creative Planning in Wentzville, MO and has over 3 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, Inc. | Overland Park, KS | Jul 2020 - Current | 3 |
| Fisher Investments | Plano, TX | Feb 2018 - Jun 2020 | 2 |
| Axius Financial | St. Charles, MO | Jul 2017 - Dec 2018 | 1 |
| University Of Missouri - Columbia | Columbia, MO | Aug 2014 - Aug 2017 | 3 |
| Total Quality Logistics | St. Louis, MO | May 2016 - Aug 2016 | < 1 |
| A. Waldbart & Sons Tree Nursery | Florissant, MO | May 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- MO
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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