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KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

dba KEELER & NADLER FAMILY WEALTH · CRD 173079 · Registered Investment Adviser

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in DUBLIN, OH. The firm reports $609,903,502 in regulatory assets under management across 2,043 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$565,127,747
Non-discretionary$44,775,755
Total RAUM$609,903,502
Accounts2,043

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 173079. adviserinfo.sec.gov/firm/summary/173079.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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