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KEATING FINANCIAL ADVISORY SERVICES

MANHATTAN, KS · CRD 142772 · IAPD ↗ · theweddleteam.com · 785-537-0366

$1.45BRegulatory AUM
25Advisory reps
65Employees
35Clients
26-50Planning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — KEATING FINANCIAL ADVISORY SERVICES notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — KEATING FINANCIAL ADVISORY SERVICES shrank from 30 to 25 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — KEATING FINANCIAL ADVISORY SERVICES added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — KEATING FINANCIAL ADVISORY SERVICES began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
85
April 2026 — KEATING FINANCIAL ADVISORY SERVICES crossed $1B in regulatory AUM ($330.0M -> $1.45B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2026 — KEATING FINANCIAL ADVISORY SERVICES notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2026 — KEATING FINANCIAL ADVISORY SERVICES added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
December 2025 — KEATING FINANCIAL ADVISORY SERVICES changed its website from keatingkc.com to theweddleteam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
December 2025 — KEATING FINANCIAL ADVISORY SERVICES added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — KEATING FINANCIAL ADVISORY SERVICES notice-filed in AL, AR, AZ, CA, CT, GA, IA, ID, IN, MD, MI, MN, NH, OH, OK, OR, PA, SC, SD, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
July 2025 — KEATING FINANCIAL ADVISORY SERVICES changed its website from purposefulwealthadvisors.com to keatingkc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
April 2025 — KEATING FINANCIAL ADVISORY SERVICES changed its website from theconverseteam.com to purposefulwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — KEATING FINANCIAL ADVISORY SERVICES notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — KEATING FINANCIAL ADVISORY SERVICES notice-filed in MO, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.