Keeler & Nadler Financial Planning and Wealth Management, LLC
● SEC registered since 2014CRD 173079SEC# 801-80394Dublin, OH
Reg. AUM
$609.9M
Employees
13
Accounts
2,043
Location
Dublin, OH
Keeler & Nadler Financial Planning and Wealth Management, LLC assets under management
Keeler & Nadler Financial Planning and Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2014. It reports $609.9 million in regulatory assets under management and employs 13 people.
Keeler & Nadler Financial Planning and Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew P. Keeler Living Trust Control | Owner/Member | Over 75% | 2014 |
| Andrew Paul Keeler Control | President, Chief Compliance Officer And Manager | Under 5% | 2014 |
| Mark D Beaver Control | Partner/Senior Financial Advisor/Trustee | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Keeler & Nadler Financial Planning and Wealth Management, LLC manage?
Keeler & Nadler Financial Planning and Wealth Management, LLC reports $609.9 million in regulatory assets under management on its Form ADV.
How many employees does Keeler & Nadler Financial Planning and Wealth Management, LLC have?
Keeler & Nadler Financial Planning and Wealth Management, LLC reports 13 employees.
Where is Keeler & Nadler Financial Planning and Wealth Management, LLC located?
Keeler & Nadler Financial Planning and Wealth Management, LLC is based in Dublin, OH and has been SEC-registered since 2014.
Does Keeler & Nadler Financial Planning and Wealth Management, LLC disclose fund performance?
Keeler & Nadler Financial Planning and Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 565 Metro Place South, Suite 280, Dublin, OH 43017 |
| Phone | 614-791-4123 |
| Fax | 614-389-0496 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$609.9M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$609.9Mregulatory AUM
Discretionary $565.1MNon-discretionary $44.8M