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KEELER & NADLER FAMILY WEALTH
KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
CRD 173079 · SEC 801-80394
565 METRO PLACE SOUTH, SUITE 280, DUBLIN, OH, 43017, United States
Phone
614-791-4123
Fax
614-389-0496
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$609.9M
Discretionary AUM
$565.1M
Team
13 total employees; 9 advisory reps; 17 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 316 | $91.8M |
| High net worth individuals | 188 | $516.7M |
| Charitable organizations | 2 | $1.4M |
States served
CA, GA, IL, IN, KY, LA, MA, NE, NC, OH, PA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD