Keating Financial Advisory Services logo

Keating Financial Advisory Services

Updated today

Client assets under management

$1,284,077,896

Clients

4,994

5% high-net worth

Advisors

30

of 65 employees

Firm type

Multi Team

Clients per advisor

166

Very High

Average account size

$257,124

About

Keating Financial Advisory Services provides investment advisory, modular financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers both wrap-fee investment management and stand-alone financial planning engagements, and its Brochure indicates it serves a client base of several thousand accounts supported by a multi-advisor team.

KFAS implements both discretionary and non-discretionary strategies through its KFAS Wrap Program and non-wrap retirement-plan services, and generally allocates assets among mutual funds, ETFs, individual equities, and fixed income while also using independent managers and select specialty instruments. Financial planning is delivered in modular or comprehensive formats (e.g., cash flow, retirement, estate, insurance, and portfolio analysis) and may be provided as one-time work or on an ongoing basis.

Several disclosures in the Brochure distinguish the firm from many peers: as of January 31, 2026 KFAS reported $905,187,151 in discretionary assets and $545,083,683 in non-discretionary assets, reflecting a substantial non-discretionary component alongside its wrap-fee business. The firm also describes providing ERISA §3(38) investment-manager services for retirement plans and discloses affiliations with an insurance agency and a pension administration provider, arrangements the Brochure identifies as potential conflicts of interest for clients to consider.

Client services

Financial planning Pension consulting Educational seminars or workshops
Investment recommendation/consulting services

Expertise

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fees typically range from $500 to $50,000, depending on complexity and services provided.

Main office location

Keating Financial Advisory Services

1011 Poyntz Avenue

Manhattan KS 66502, United States

Number of offices

9

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Maryland · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Anthony H

Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Anthony Hayden is a financial advisor at Keating Financial Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and Keating & Associates, Inc. Hayden is the founder of Abundance Alliance, a nonprofit supporting community causes and entrepreneurial philanthropy. Keating Financial Advisory Services primarily 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, focusing on mutual funds, ETFs, equities, and fixed income, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Brian N

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Brian Nickel is a CFP® with 20 years of experience in the financial services industry. He is affiliated with Keating Financial Advisory Services and has held roles at Raymond James Financial and Assurity Life Insurance. Outside of his advisory work, he is involved with Phoreus Biotech, a company that licenses nanotechnology. Keating Financial Advisory Services primarily 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, along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Paul N

Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Paul Nickel is a financial advisor with Keating Financial Advisory Services in Manhattan, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with Keating Financial Advisory Services since 2007 and has prior experience with Raymond James Financial dating back to 1999. Outside of his advisory role, he serves as president of Keating & Assoc./Nickel, Inc., a financial advisory practice. Keating Financial Advisory Services primarily 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 and consulting services, using mutual funds, ETFs, individual equities, and fixed income in its portfolios.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Bryson M

Series 66

Manhattan, KS

Keating Financial Advisory Services

Bryson Meinhardt is a financial advisor at Keating Financial Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services Advisors and Kansas State University. Outside of his advisory role, Meinhardt is the owner of Oz Financial Group, LLC, an investment advisory business. Keating Financial Advisory Services primarily 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 and provides modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Benjamin J

Series 66

Manhattan, KS

Keating Financial Advisory Services

Benjamin Johnson is a financial advisor at Keating Financial Advisory Services with three years of industry experience. He holds a Series 66 credential and has worked previously at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors, Inc. Outside of his advisory role, he is the owner of a small manufacturing company where he assists with finances and high-level management decisions. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, often on a non-discretionary 3(21) basis, using mutual funds, ETFs, individual equities, and fixed income, and provides modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Brett L

Series 66

Wichita, KS

Keating Financial Advisory Services

Brett Larson is a financial advisor at Keating Financial Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Arvest Wealth Management. Prior to his advisory roles, he spent seven years with the Kansas State University Foundation. Keating Financial Advisory Services primarily 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, financial planning, and consulting services, utilizing mutual funds, ETFs, individual equities, and fixed income in its investment approach.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Krista H

Series 66

Manhattan, KS

Keating Financial Advisory Services

Krista Hubert is a financial advisor at Keating Financial Advisory Services with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial and Steward Advisory Services. Krista is also a member of The Weddle Team, where she serves as a financial advisor. Keating Financial Advisory Services primarily 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, as well as financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Morgan Z

CFP®, Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

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.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Benjamin F

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Benjamin Fair is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Keating Financial Advisory Services since 2016. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Investacorp. He is also a licensed insurance agent engaged in insurance sales. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing approximately $330 million in plan assets. The firm provides both discretionary and non-discretionary investment management, employing mutual funds, ETFs, individual equities, and fixed income within its portfolios, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Christopher K

Series 66

Manhattan, KS

Keating Financial Advisory Services

Christopher Klug is a financial advisor with Keating Financial Advisory Services, holding a Series 66 designation and four years of industry experience. He has worked at several firms including Steadfast Wealth Group and Raymond James Financial Services Advisors. Klug is also the owner of Management & Planning Services, where he provides project management services. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing approximately $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Gareth R

Series 65

Manhattan, KS

Keating Financial Advisory Services

Gareth Rohr is a financial advisor at Keating Financial Advisory Services with one year of industry experience. He holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors, Inc. and The Simmons Company. Outside of advising, he is a partner in Wilde Ryan LLC, an investment-related business he co-owns with his wife. Keating Financial Advisory Services primarily 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 along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Emily C

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Emily Claussen is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Keating Financial Advisory Services since 2022 and previously spent five years at Keating & Associates, Inc., as well as eleven years with Raymond James Financial Services Inc. Keating Financial Advisory Services primarily 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 instruments.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Patrick K

Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Patrick Keating is a financial advisor with Keating Financial Advisory Services in Manhattan, KS, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at Raymond James Financial and Aaa Management, among others. Outside of advising, he serves on the board of the Daniel Keating Foundation and holds leadership positions in several private businesses, including an environmental manufacturing company and agricultural enterprises. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, utilizing mutual funds, ETFs, individual equities, and fixed income, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

John M

CFP®, Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

John Mann is a CFP® with 24 years of industry experience, currently serving at Keating Financial Advisory Services. He has previously worked at Raymond James Financial and Spari, Inc. Mann is also president of Keating & Associates, a company focused on insurance and employee benefits. Keating Financial Advisory Services primarily 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, along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Jonathan L

CFP®, Series 66

St. Petersburg, FL

Keating Financial Advisory Services

Jonathan Larsen is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He has worked at Keating Financial Advisory Services since 2022 and previously spent 17 years with Raymond James Financial Services Advisors, Inc. 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, along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")