Bettie Zimmerman
Bettie Zimmerman is a registered investment advisor at Keating Financial Advisory Services, based in Manhattan, KS, with 9 years of industry experience. Bettie 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
Bettie works as an agent for Keating & Associates, selling non-variable insurance, and provides financial planning services through Keating Financial Advisory Services. She also sells life insurance and works as an independent contractor for Keating and Associates, Inc., spending about 10-20% of her time on each of these activities.
Employment History
Current Registrations
Keating Financial Advisory Services
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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.