Morgan
Ziegler

Keating Financial Advisory Services

CRD#6957750
Investment Advisor
in Manhattan, KS

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About this Advisor

Morgan Ziegler is a financial advisor based out of Manhattan, Kansas with 3 years of relevant experience. Ziegler is on the advisory team at Keating Financial Advisory Services. Their career trajectory has included roles at Raymond James Financial Services, Inc, Kansas State University, Little Apple Day Camp, Junction City High School, Gatherings At 313, Keating & Associates, Raymond James Financial Services Advisors, Inc, Keating Financial Advisory Services and Purposeful Wealth Advisors. Ziegler maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Kansas. Keating Financial Advisory Services is a business that has its headquarters in Manhattan, KS. The firm has offices in four locations and a total of 29 employees. It administers $272 million in total assets among its 154 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Keating Financial Advisory Services offers a number of services, including financial planning services, pension consulting services, educational seminars and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Keating Financial Advisory Services most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Pension consulting 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

$271,620,765

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

29

KS Average: 44
Total Number of Accounts

154

KS Average: 4,091
Average Account Size

$1,763,771

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Morgan Ziegler Work History

Morgan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Raymond James Financial Services, Inc

2020 - Present (4 years)

Keating & Associates

2020 - Present (4 years)

Raymond James Financial Services Advisors, Inc

2020 - Present (4 years)

Keating Financial Advisory Services

2020 - Present (4 years)

Purposeful Wealth Advisors

2019 - 2019 (< 1 year)

Kansas State University

2019 - 2019 (< 1 year)

Raymond James Financial Services, Inc

2018 - 2019 (1 year)

Kansas State University

2018 - 2018 (< 1 year)

Raymond James Financial Services, Inc

2017 - 2018 (1 year)

Kansas State University

2017 - 2017 (< 1 year)

Raymond James Financial Services, Inc

2016 - 2016 (< 1 year)

Little Apple Day Camp

2016 - 2018 (2 years)

Gatherings At 313

2015 - 2019 (4 years)

Kansas State University

2015 - 2015 (< 1 year)

Little Apple Day Camp

2011 - 2015 (4 years)

Junction City High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Morgan Ziegler 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

Bryson Meinhardt
Manhattan, KS
Emily Wolters
Manhattan, KS
Jake Ellis
Overland Park, KS
Joshua Hill
Manhattan, KS
Morgan Ziegler
Manhattan, KS
Krista Hubert
Manhattan, KS
Christopher Klug
Manhattan, KS
Laura Warta
Manhattan, KS

The content in this profile was updated by SmartAsset on 4/16/2023. 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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