Mary Kraszewski
Mary Kraszewski is a CFP-designated registered investment advisor at Keating Financial Advisory Services, based in Manhattan, KS, with 20 years of industry experience. Mary 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 Avenue, Manhattan, KS, 66502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary is a shareholder in K Holdings Inc, part owner of Keating & Associates and Purposeful Wealth Advisors, and an officer of Kraszewski Financial. She also works as an investment advisor representative and sells non-variable life insurance, dedicating about half her time to Purposeful Wealth Advisors.
Employment History
Current Registrations
Keating Financial Advisory Services
Previous Registrations
Spari, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Northern Trust Securities, INC.Broker
M Holdings Securities, INC.Broker
Ameritas Investment CORP.Broker
State Registrations3 states
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.