Morgan Ziegler (CRD# 6957750) is an Investment Advisor Representative working at Keating Financial Advisory Services in Manhattan, KS and has over 4 years of experience in the finance industry.
CRD# 5169515
Cgn Advisors, LLC
CRD# 1058721
Stifel, Nicolaus & Company, Incorporated
CRD# 6311083
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Mahattan, KS | Sep 2020 - Current | 3 |
| Keating Financial Advisory Services | Manhattan, KS | Sep 2020 - Current | 3 |
| Raymond James Financial Services, Inc. | Manhattan, KS | Jan 2020 - Current | 4 |
| Keating & Associates | Manhattan, KS | Jan 2020 - Current | 4 |
| Purposeful Wealth Advisors | Manhattan, KS | Jan 2020 - Current | 4 |
| Kansas State University | Manhattan, KS | Aug 2019 - Dec 2019 | < 1 |
| Kansas State University | Manhattan, KS | Aug 2015 - Dec 2019 | 4 |
| Raymond James Financial Services, Inc. | Manhattan, KS | Jun 2019 - Aug 2019 | < 1 |
| Kansas State University | Manhattan, KS | Aug 2018 - Jun 2019 | < 1 |
| Raymond James Financial Services, Inc. | Manhattan, KS | Jun 2018 - Aug 2018 | < 1 |
| Kansas State University | Mahattan, KS | Aug 2017 - Jun 2018 | < 1 |
| Gatherings At 313 | Manhattan, KS | Aug 2016 - Jan 2018 | 1 |
| Raymond James Financial Services, Inc. | Manhattan, KS | Jun 2017 - Aug 2017 | < 1 |
| Little Apple Day Camp | Manhattan, KS | Jun 2016 - Aug 2016 | < 1 |
| Little Apple Day Camp | Manhattan, KS | Jun 2015 - Aug 2015 | < 1 |
| Junction City High School | Junction City, KS | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
| S63 | Uniform Securities State Law Examination | Sep 2020 |
- KS
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$1,998,474
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
- Other
CO, FL, IL, KS, MO, NC, NE, NY, TX
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