Raquel Wheeler
Investment Adviser Representative at KEEN Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Raquel Wheeler is an investment adviser representative with KEEN Wealth Advisors in Overland Park, KS, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 4 firms, including Northwestern Mutual Investment Services,llc and Cetera Investment Advisers LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Murdock Banner Financial GroupJun 2022 – Oct 2024Warrensburg, MO
- Johnson County Central DispatchJul 2021 – Jun 2022Warrensburg, MO
- Taqueria HabanaAug 2021 – Dec 2021Warrensburg, MO
- University of Central MissouriJan 2021 – Jul 2021Warrensburg, MO
- Gamestop LLCJan 2020 – Feb 2021Warrensburg, MO
- University of Central MissouriFeb 2020 – Apr 2020Warrensburg, MO
- Dairy QueenAug 2018 – Feb 2020Warrensburg, MO
- Darden Olive GardenMay 2016 – Jul 2019Overland Park, KS
- Shawnee Mission South High SchoolFeb 2014 – May 2018Overland Park, KS
- Cetera AdvisorsMay 2022 – Apr 2023St Cloud, MN
- Cetera Advisors LLCApr 2023 – Oct 2024St Cloud, MN
- Cetera Investment Advisors LLCMar 2024 – Oct 2024Schaumberg, IL
- Northwestern Mutual Investment Services LLCNov 2024 – Mar 2026Leawood, KS
- Northwestern Mutual Wealth Management CompanyDec 2024 – Mar 2026Milwaukee, WI
- Keen Wealth AdvisorsMar 2026 – no end date reportedOverland Park, KS
- University of Central MissouriFeb 2018 – May 2022Warrensburg, MO
- NorthStar Wealth NavigationOct 2024 – Mar 2026Leawood, KS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KEEN Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Overland Park, KS
- SEC file number:
- 801-79725
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at KEEN Wealth Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Raquel Wheeler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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