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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Sherri Louise Bliss

Advisor at KEEN WEALTH ADVISORS

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:f49a2104-a67f-075f-8d39-e47ef698c224

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 19, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEEN WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 30, 2016
First registration: Aug 19, 2016
Dual registered: yes, broker-dealer
Other names: Louise Shahrzad Ahmadi
IAPD individual key: 6636076

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEEN WEALTH ADVISORS	Independent wealth	Apr 9, 2025	n/a	yes	OVERLAND PARK, KS	Current employment
CREATIVEONE WEALTH, LLC	Independent wealth	Jul 18, 2023	Dec 4, 2023	no	OVERLAND PARK, KS\|Overland Park, KS	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 16, 2018	Jun 8, 2023	no	Centennial, CO\|AUSTIN, TX	Previous registration
EDWARD JONES	National bd RIA	Aug 19, 2016	Apr 5, 2018	no	CENTENNIAL, CO\|Centennial, CO\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVEONE WEALTH, LLC	KEEN WEALTH ADVISORS	Dec 4, 2023	Apr 9, 2025	492	Firm change after gap	RIA to RIA
KESTRA ADVISORY SERVICES, LLC	CREATIVEONE WEALTH, LLC	Jun 8, 2023	Jul 18, 2023	40	Firm change	Ibd to RIA
EDWARD JONES	KESTRA ADVISORY SERVICES, LLC	Apr 5, 2018	Apr 16, 2018	11	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ KEEN WEALTH ADVISORSRegistered adviserregistration: current employment
Apr 9, 2025 to presentfactForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Jul 18, 2023 to Dec 4, 2023factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 16, 2018 to Jun 8, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 19, 2016 to Apr 5, 2018factForm ADV

Dated events

Occurred
Dec 4, 2023
Advisor changed firm
Sherri Louise Bliss left Creativeone Wealth, Llc for Keen Wealth Advisors (registered 2025-04-09)
Form ADVobserved 4 days ago
Occurred
Jun 8, 2023
Advisor changed firm
Sherri Louise Bliss left Kestra Advisory Services, Llc for Creativeone Wealth, Llc (registered 2023-07-18)
Form ADVobserved 4 days ago