Morgan Kennedy Ziegler
Investment adviser representative at Keating Financial Advisory Services
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Keating Financial Advisory ServicesSep 2020 to now
- Purposeful Wealth AdvisorsJan 2020 to now
- Raymond James Financial Services Advisors, Inc.Sep 2020 to Jul 2025
- Raymond James Financial Services, Inc.Jan 2020 to Jul 2025
- Raymond James Financial Services, Inc.Jun 2019 to Aug 2019
- Raymond James Financial Services, Inc.Jun 2018 to Aug 2018
- Raymond James Financial Services, Inc.Jun 2017 to Aug 2017
- Gatherings At 313Aug 2016 to Jan 2018
- Kansas State UniversityAug 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
Keating Financial Advisory Services
Legal name: Keating Financial Advisory Services, Inc.
$1.5BAssets managed
5,285Clients
25Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6957750
- Firm CRD
- 142772