| 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 |
Keeler & Nadler Financial Planning and Wealth Management, LLC reports $477.8 million in regulatory assets under management on its Form ADV.
Keeler & Nadler Financial Planning and Wealth Management, LLC reports 10 employees.
Keeler & Nadler Financial Planning and Wealth Management, LLC is based in Dublin, OH and has been SEC-registered since 2014.
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.
| 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 |
| Discretionary | $438.9M |
| Non-discretionary | $39M |
| Total (RAUM) | $477.8M |