Keating Financial Advisory Services
SEC RegisteredTurn your business success into personal freedom
About the firm
The Weddle Team takes a unique, collaborative approach to advising, utilizing the advisory practices of mentors Mark Weddle, Pat Keating, Ryan Mann and others. They provide financial services for all phases of life, from families and business owners to those enjoying their retirement years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management, wealth preservation, personalized investment strategies, retirement planning, tax efficiency optimization, estate planning, and legacy preservation. Also offers resources including the 401(k) Coffee Break Podcast, educational videos, and financial planning content.
Who they serve
Business owners, individuals, families, retirees, young professionals, high-net-worth individuals, and families planning for future generations.
Leadership
Office locations
Advisors at this firm
30 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keating Financial Advisory Services has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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