KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

KEELER & NADLER FAMILY WEALTH
DUBLIN, Ohio·3 registered advisors·CRD# 173079
SEC# 801-803941614-791-4123
01

Firm Overview

AUM
$409M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
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 PlanningInvestment ManagementWealth Management
04

Advisors at KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

3 registered advisors
Andrew Paul Keeler
DUBLIN, Ohio
CFP
Richard Donald Nadler
DUBLIN, Ohio
CFP
William Keith Root
DUBLIN, Ohio
05

Office Locations

DUBLIN, Ohio
3 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.