Luke Dandar

Client Service Associate at Keen Wealth Advisors | University of Kansas Alumni

Role: Client Services Associate at Keen Wealth Advisors
Location: Kansas City, MO, US
LinkedIn followers: 500 followers

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About Luke Dandar

I am an alumni of the University of Kansas, with a degree in economics and a minor in…

Experience

Client Services Associate
Keen Wealth Advisors
Jun 2025 — Present · Overland Park, KS, US
I support daily operations at a financial planning firm by handling client communication, managing scheduling, and processing account paperwork. I monitor custodial alerts, track rollovers and money movements, and keep detailed notes in our CRM. I also maintain compliance records, help with billing, and work on improving information across our systems. This experience is helping me build hands-on experience with the planning process and day-to-day client service.

Contact information

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Work email
l••••••@keenwealthadvisors.com
Personal email
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Current company

Keen Wealth Advisors

Financial Services · 35 employees · Overland Park, Kansas, United States

KWMG, LLC’s dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company and its representatives may only conduct business in those states where registered or where excluded/exempt or from licensure. For registration information please contact the SEC or the state securities regulators for the states where the company is notice filed. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Keen Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keen Wealth Advisors unless a client service agreement is in place. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to further review. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions, such as “Amazon Bestseller” are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client\'s evaluation. No advice may be rendered by the company unless a client service agreement is in place. For additional disclosures, please visit our website.

keenwealthadvisors.com

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About Luke Dandar

Experience

Client Services Associate

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