Unclaimed Profile

William Keith Root

KEELER & NADLER WEALTH MANAGEMENT, LLC·DUBLIN, Ohio

SIE, Series 6, Series 7, Series 24, Series 66Clean record22 years registeredKEELER & NADLER WEALTH MANAGEMENT, LLC

5100 BRADENTON AVENUE, DUBLIN, OH 43017CRD# 3133207Firm CRD# 173079

Profile Verification

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

Identity

William Keith Root · DUBLIN, OH

Registration

CRD #3133207 · KEELER & NADLER WEALTH MANAGEMENT, LLC · 22 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 2004 – Dec 2004

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 66

Registration record

First registered · January 6, 2004

Years registered · 22

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 William Keith Root offer?

William Keith Root specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are William Keith Root's credentials?

William Keith Root is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Keith Root located?

William Keith Root is based in DUBLIN, Ohio, working with KEELER & NADLER WEALTH MANAGEMENT, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does William Keith Root charge for services?

William Keith Root'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 WEALTH MANAGEMENT, LLC?

KEELER & NADLER 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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