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KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
KEELER & NADLER FAMILY WEALTH
DUBLIN, Ohio
·
4 registered advisors
·
CRD# 173079
SEC# 801-80394
1
614-791-4123
01
Firm Overview
AUM
$409M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
4 registered advisors
Andrew Paul Keeler
DUBLIN, Ohio
CRD# 2519150
Janine Jennifer Keeler
DUBLIN, Ohio
CRD# 6625897
Richard Donald Nadler
DUBLIN, Ohio
CRD# 4453072
William Keith Root
DUBLIN, Ohio
CRD# 3133207
05
Office Locations
DUBLIN, Ohio
4 advisors
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Data sourced from SEC Form ADV filings. KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC (CRD# 173079) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.