Unclaimed Profile

Andrew Paul Keeler

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC·DUBLIN, Ohio

SIE, Series 6, Series 7, Series 63CFP23 years registeredKEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

485 METRO PLACE SOUTH, DUBLIN, OH 43017CRD# 2519150Firm CRD# 173079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Paul Keeler · DUBLIN, OH

Registration

CRD #2519150 · KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

KEELER & NADLER FAMILY WEALTH

Oct 2014 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sep 2009 – Dec 2014

DUBLIN, OH

EFG, INC.

Jan 2005 – Dec 2009

DUBLIN, OH

EFG, INC.

Jan 2003 – Dec 2004

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · January 14, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2007Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

CRD 173079 · SEC 801-80394

AUM

$409M

Regulatory assets under management

Employees

1,446 client accounts

Services offered by KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Paul Keeler offer?

Andrew Paul Keeler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Andrew Paul Keeler's credentials?

Andrew Paul Keeler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Paul Keeler located?

Andrew Paul Keeler is based in DUBLIN, Ohio, working with KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Andrew Paul Keeler charge for services?

Andrew Paul Keeler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC?

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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