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William Keith Root

KEELER & NADLER WEALTH MANAGEMENT, LLC·DUBLIN, Ohio
Clean recordKEELER & 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Keith Root is a registered financial advisor based in DUBLIN, Ohio, affiliated with KEELER & NADLER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
KEELER & NADLER FAMILY WEALTH
AUM
$409M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3133207
Firm CRD# 173079
View on FINRA BrokerCheck →

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05

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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Other Advisors at KEELER & NADLER WEALTH MANAGEMENT, LLC

Janine Jennifer Keeler
DUBLIN, OH
Richard Donald Nadler
DUBLIN, OH
Andrew Paul Keeler
DUBLIN, OH

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