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 in Manhattan, Kansas, working with Keating Financial Advisory Services. Morgan has previously held positions 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. Morgan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Kansas. Currently, Morgan 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, Series 63

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

Morgan Ziegler Work History

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

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

Christopher Klug
Manhattan, KS
Bettie Zimmerman
Manhattan, KS
Joshua Hill
Manhattan, KS
Benjamin Johnson
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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