Nathan Casey Matlack
Investment adviser representative at Keating Financial Advisory Services
9 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 yearsFirm in business
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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
9 years in the industry.
- Keating Financial Advisory ServicesNov 2025 to now
- Kansas City ChiefsAug 2025 to Sep 2025
- AmazonJun 2025 to Aug 2025
- Alliance 412Jan 2025 to Dec 2025
- UnemployedMay 2020 to May 2025
- Minskys PizzaNov 2019 to Apr 2020
- Olathe Parks and RecJun 2018 to Aug 2018
- Olathe East High SchoolAug 2016 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8213870
- Firm CRD
- 142772