Unclaimed Profile

Richard Donald Nadler

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

SIE, Series 7, Series 63CFPClean record23 years registeredKEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

5100 BRADENTON AVENUE, DUBLIN, OH 43017CRD# 4453072Firm CRD# 173079

Profile Verification

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

Identity

Richard Donald Nadler · DUBLIN, OH

Registration

CRD #4453072 · KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

KEELER & NADLER FAMILY WEALTH

Oct 2014 – Nov 2024

DUBLIN, OH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2009 – Dec 2014

DUBLIN, OH

EFG, INC.

Sep 2005 – Dec 2009

DUBLIN, OH

CHORNYAK & ASSOCIATES, LTD.

Dec 2002 – Nov 2005

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · December 16, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Richard Donald Nadler offer?

Richard Donald Nadler specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard Donald Nadler's credentials?

Richard Donald Nadler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Donald Nadler located?

Richard Donald Nadler is based in DUBLIN, Ohio, last registered with KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC.

How does Richard Donald Nadler charge for services?

Richard Donald Nadler'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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