Keating Financial Advisory Services, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 142772
· SEC file 801-126770
· Manhattan, KS
· www.theweddleteam.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $905M
- Clients
- 5,285
- Avg AUM / client
- $274K
- Accounts
- 6,516
- Employees
- 65
AUM over time
$272M
$1.5B
Sep 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 2,570 positions, $618,830,890)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $120,534,565 | 474,938 | 19.5% | 8.31% |
| 2 | Dimensional Us Core Equity Market Etf | US CORE EQT MKT | $41,910,118 | 928,859 | 6.77% | 2.89% |
| 3 | Nvidia Corp | COM | $27,254,997 | 156,279 | 4.4% | 1.88% |
| 4 | Vanguard Index Funds S&P 500 Etf Shs New | S&P 500 ETF SHS | $17,917,356 | 29,985 | 2.9% | 1.24% |
| 5 | Dimensional Us High Profitability Etf | US HIGH PROFITAB | $12,460,001 | 338,955 | 2.01% | 0.86% |
| 6 | State Street Spdr S&P 500 Etf Trust | TR UNIT | $10,376,175 | 15,955 | 1.68% | 0.72% |
| 7 | Dimensional International Core Equity Market Etf | INTL CORE EQT MK | $7,746,230 | 198,825 | 1.25% | 0.53% |
| 8 | Microsoft Corp | COM | $7,581,977 | 20,482 | 1.23% | 0.52% |
| 9 | Dimensional Core Fixed Income Etf | CORE FIXED INCOM | $7,516,369 | 178,029 | 1.21% | 0.52% |
| 10 | Invesco S&P 500 Momentum Etf | S&P 500 MOMNTM | $7,465,233 | 66,589 | 1.21% | 0.51% |
| 11 | Schwab U.S. Large Cap Growth Etf | US LCAP GR ETF | $7,074,197 | 242,849 | 1.14% | 0.49% |
| 12 | Invesco Qqq Trust | UNIT SER 1 | $6,852,991 | 11,873 | 1.11% | 0.47% |
| 13 | Amazon.Com Inc | COM | $6,825,424 | 32,772 | 1.1% | 0.47% |
| 14 | Dimensional International High Profitability Etf | INTL HIGH PROFIT | $6,749,528 | 209,483 | 1.09% | 0.47% |
| 15 | Dimensional Us Core Equity 1 Etf | US CORE EQUITY 1 | $6,507,671 | 90,284 | 1.05% | 0.45% |
| 16 | Monarch Cem Co | COM | $5,150,745 | 20,199 | 0.83% | 0.36% |
| 17 | Costco Whsl Corp New | COM | $4,664,289 | 4,681 | 0.75% | 0.32% |
| 18 | Alphabet Inc | CAP STK CL C | $4,182,419 | 14,580 | 0.68% | 0.29% |
| 19 | First Trust Rba American Industrial Renaissance Etf | RBA INDL ETF | $3,765,033 | 33,987 | 0.61% | 0.26% |
| 20 | Innovator U.S. Equity Power Buffer Etf February | US EQTY PWR BUF | $3,717,029 | 92,694 | 0.6% | 0.26% |
| 21 | Dimensional Etf Trust | EMGR CRE EQT MNG | $3,605,614 | 106,486 | 0.58% | 0.25% |
| 22 | Innovator U.S. Equity Power Buffer Etf March | US EQTY PWR BUF | $3,595,837 | 80,588 | 0.58% | 0.25% |
| 23 | Innovator U.S. Equity Power Buffer Etf July | US EQTY PWR BUF | $3,584,592 | 77,981 | 0.58% | 0.25% |
| 24 | Innovator U.S. Equity Power Buffer Etf May | US EQTY PWR BUF | $3,544,435 | 88,744 | 0.57% | 0.24% |
| 25 | Innovator U.S. Equity Power Buffer Etf January | US EQTY PWR BUF | $3,493,517 | 75,732 | 0.56% | 0.24% |
Top 25 of 2,570 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,759 | $741M | 51.1% |
| High net worth individuals | 235 | $543M | 37.4% |
| Banking or thrift institutions | Fewer than 5 clients | $2.2M | 0.15% |
| Pension and profit sharing plans | 81 | $22.5M | 1.55% |
| Charitable organizations | 30 | $14.3M | 0.99% |
| Corporations and other businesses | 87 | $124M | 8.58% |
| Other | 93 | $2.8M | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mid Continent Instrument Co, Inc. Profit Sharing/401(k) P&T Mid Continent Instrument Co., Inc. | 2024 | |
| South Central Mental Health Counseling Center Inc. 401 K Plan South Central Mental Health Counseling Center Inc. | 2024 | |
| Conco Inc. 401(k) Profit Sharing Plan Conco Incorporated | 2024 |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Jerome Keating | President | Nov 2006 (20y) | 75% or more | |
| John Ryan Mann | Chief Operations Officer | CFP | Oct 2007 (19y) | Less than 5% |
| Kasting, Jonathan, G | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Jacobs, Quinn, Marie | Secretary/Treasurer | Jan 2023 (4y) | Less than 5% | |
| Jonathan William Larsen | Vice President | CFP | Jan 2023 (4y) | Less than 5% |
| Anthony Gerard Hayden | Registered representative | Oct 2007 (19y) | ||
| Brian Jeffrey Nickel | Registered representative | CFP | Oct 2007 (19y) | |
| Mark Eric Weddle | Registered representative | Oct 2007 (19y) | ||
| Mary Beth Kraszewski | Registered representative | CFP | Jun 2008 (18y) | |
| Timothy Karl Weddle | Registered representative | Apr 2014 (12y) | ||
| Laura Elizabeth Warta | Registered representative | CFP Chartered Financial Consultant | Jan 2016 (11y) | |
| Bettie Claudette Zimmerman | Registered representative | Dec 2016 (10y) | ||
| Benjamin Garfield Fair | Registered representative | CFP | Dec 2016 (10y) | |
| Christine Anne Pavel | Registered representative | CFP | Apr 2019 (7y) | |
| Morgan Kennedy Ziegler | Registered representative | CFP | Sep 2020 (6y) | |
| Christopher Klug | Registered representative | Jul 2022 (4y) | ||
| Krista Rose Hubert | Registered representative | Oct 2022 (4y) | ||
| Emily A Claussen | Registered representative | CFP | Dec 2022 (4y) | |
| Bryson James Meinhardt | Registered representative | Jan 2023 (4y) | ||
| Benjamin Amel Johnson | Registered representative | Jan 2023 (4y) | ||
| Lisa Sobczak Santos | Registered representative | Jun 2024 (2y) | ||
| Gareth Andrew Rohr | Registered representative | Mar 2025 (1y) | ||
| Taylor Rae Conroy | Registered representative | Apr 2025 (1y) | ||
| Anthony John Pozzi | Registered representative | May 2025 (1y) | ||
| Andrew Philip Billard | Registered representative | CFP | May 2025 (1y) | |
| Brett Alan Larson | Registered representative | May 2025 (1y) | ||
| Dinah Frances Bird Westerfield | Registered representative | CFP | May 2025 (1y) | |
| Kody Todd Hughes | Registered representative | Aug 2025 (1y) | ||
| Geoffrey Richard Dunmore | Registered representative | CFP | Sep 2025 (1y) | |
| Nathan Casey Matlack | Registered representative | Jan 2026 (1y) | ||
| Jacob Randall Hester | Registered representative | Jan 2026 (1y) | ||
| Micah Thomas Graney | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mid Continent Instrument Co, Inc. Profit Sharing/401(k) P&T | Mid Continent Instrument Co., Inc. | 204 | $23.6M | 01/01/2024 |
| South Central Mental Health Counseling Center Inc. 401 K Plan | South Central Mental Health Counseling Center Inc. | 172 | $5.6M | 01/01/2024 |
| Conco Inc. 401(k) Profit Sharing Plan | Conco Incorporated | 169 | $14.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Raymond James $1.3B (91% of AUM) Mar 2026
- Alerus Securities Corporation $130M (39% of AUM) Jan 2026
- Nationwide Securities, Llc $120M (40% of AUM) Jun 2024
- National Financial Services (Fidelity) $112M (32% of AUM) Sep 2022
- John Hancock Investment Management Distributors Llc $65.0M (18% of AUM) Sep 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗