Mark Weddle
Mark Weddle is a registered investment advisor at Keating Financial Advisory Services, based in Manhattan, KS, with 28 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 250 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keating Financial Advisory Services offers investment management through a wrap fee program. You'll pay a single annual fee that covers investment advice, trading costs, and account administration. This fee is negotiable and can be up to 2.50% of your portfolio, depending on the complexity of your account and the investments used.
Location
1011 Poyntz Ave, Manhattan, KS, 66502
Get directionsHistory
Regulatory History (1)
Regulatory
December 1981Other Business ActivitiesSells Insurance
Mark markets Raymond James products as an independent contractor for Keating and Associates, dedicating about half his time to this. He also works as an agent for non-variable insurance, is an advisor for Keating Financial Advisory Services, owns rental properties, and is an officer for Weddle Advisory Services, Inc., each taking a few hours per week.
Employment History
Current Registrations
Keating Financial Advisory Services
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.