Morgan Ziegler
Advisor at Keating Financial Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Keating Financial Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Manhattan, KS 66502
Credentials
CFP®, Series 63, Series 65
Industry experience
5 years
Morgan Ziegler is a CFP® professional with five years of industry experience currently associated with Keating Financial Advisory Services. He has worked with Raymond James Financial Services Advisors, Inc. and Purposeful Wealth Advisors, where he serves as an associate and financial advisor. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, utilizing mutual funds, ETFs, individual equities, and fixed income in its investment approach.
Based on Keating Financial Advisory Services
Based on Keating Financial Advisory Services
Financial planning fees typically range from $500 to $50,000, depending on complexity and services provided.
1011 Poyntz Avenue
Manhattan, KS 66502
Kansas
Keating Financial Advisory Services
2020 - Present (6 years)
Raymond James Financial Services Advisors, Inc.
2020 - 2025 (5 years)
Purposeful Wealth Advisors
2020 - Present (6 years)
Raymond James Financial Services, Inc.
2020 - 2025 (5 years)
Kansas State University
2019 - 2019 (1 year)
Raymond James Financial Services, Inc.
2019 - 2019 (1 year)
Kansas State University
2018 - 2019 (1 year)
Raymond James Financial Services, Inc.
2018 - 2018 (1 year)
Kansas State University
2017 - 2018 (1 year)
Raymond James Financial Services, Inc.
2017 - 2017 (1 year)
Gatherings at 313
2016 - 2018 (2 years)
Little Apple Day Camp
2016 - 2016 (1 year)
Kansas State University
2015 - 2019 (4 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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