Lisa
Santos

Keating Financial Advisory Services

CRD#1654769
Investment Advisor
in Manhattan, KS

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About this Advisor

Lisa Santos is a financial advisor based in Manhattan, Kansas, working with Keating Financial Advisory Services. Lisa has previously held positions at Southport Grocery & Cafe and Keating Financial Advisory Services. Lisa has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Lisa is part of Keating Financial Advisory Services, which operates out of Manhattan, Kansas. The firm has 4 offices and 30 employees. The firm manages assets totaling $295.8 million. The services offered by the firm include financial planning services, educational seminars, and other services. The fee structure at Keating Financial Advisory Services includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1011 Poyntz Avenue
Manhattan, KS 66502

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Keating Financial Advisory Services Brokerage Details

Total Assets Under Management

$295,774,182

KS Average: $2,243,162,756
Total Number of Employees

30

KS Average: 44
Total Number of Accounts

148

KS Average: 4,091
Average Account Size

$1,998,474

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops
  • Other

Lisa Santos Work History

2024 - Present (0 year)

Keating Financial Advisory Services

2003 - Present (21 years)

Southport Grocery & Cafe

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lisa Santos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Keating Financial Advisory Services

Bettie Zimmerman
Manhattan, KS
Christopher Klug
Manhattan, KS
Benjamin Johnson
Manhattan, KS
Joshua Hill
Manhattan, KS
Christine Pavel
Manhattan, KS
Jake Ellis
Overland Park, KS
Adam Eilert
Wichita, KS
Emily Wolters
Manhattan, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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