KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC of DUBLIN, OH is an SEC-registered investment adviser (CRD 173079). Regulatory assets under management: $609.9M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |