# KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC of DUBLIN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 173079
- Type: SEC-registered investment adviser
- SEC file number: 801-80394
- Location: 565 METRO PLACE SOUTH, SUITE 280, DUBLIN, OH, 43017
- Phone: 614-791-4123
- Latest filing: 2026-07-21
- Regulatory AUM: $609.9M
- Discretionary AUM: $565.1M
- Non-discretionary AUM: $44.8M
- Clients: 13
- Accounts: 2,043

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Paul Keeler | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER; TRUSTEE | — |
| Janine Jennifer Keeler | TRUSTEE | — |
| Mark D Beaver | PARTNER/SENIOR FINANCIAL ADVISOR/TRUSTEE; TRUSTEE | — |
| Timothy Joseph Burkett | DIRECTOR OF OPERATIONS | — |
| Sarah Beaver | TRUSTEE | — |
| KEELER ANDREW PAUL | PRESIDENT; PRESIDENT AND MANAGER; PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER (+1 more) | — |
| NADLER RICHARD DONALD | SECRETARY, TREASURER AND MANAGER; TREASURER; TREASURER AND MANAGER | — |
| ROOT WILLIAM KEITH | CHIEF COMPLIANCE OFFICER AND SECRETARY; CHIEF COMPLIANCE OFFICER, SECRETARY, AND MANAGER; INVESTMENT ADVISOR REPRESENTATIVE (+1 more) | — |
| KEELER JANINE J | TRUSTEE | — |
| KEELER JANINE JENNIFER | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173079/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173079/similar
- Related entities: https://search.stillhousedata.com/firm/173079/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173079

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.