KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Legal name: KEELER & NADLER FAMILY WEALTH
CRD #173079 SEC #801-80394 DUBLIN, OH 614-791-4123
SEC Registered
Total AUM
$477.8M
Discretionary
$438.9M
Employees
10
Clients
251
Accounts
1,729
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEAVER, MARK, D | I | PARTNER/SENIOR FINANCIAL ADVISOR/TRUSTEE | NA | Control |
| BEAVER, MARK, D | I | PARTNER/SENIOR FINANCIAL ADVISOR/TRUSTEE | NA | Control |
| Burkett, Timothy, Joseph | I | DIRECTOR OF OPERATIONS | NA | Control |
| Burkett, Timothy, Joseph | I | DIRECTOR OF OPERATIONS | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | E | Control |
| ANDREW P. KEELER LIVING TRUST | DE | OWNER/MEMBER | D | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | C | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT AND MANAGER | C | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT AND MANAGER | C | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT | C | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | C | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | C | Control |
| KEELER, ANDREW, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER | C | Control |
| NADLER, RICHARD, DONALD | I | SECRETARY, TREASURER AND MANAGER | C | Control |
| NADLER, RICHARD, DONALD | I | TREASURER AND MANAGER | C | Control |
| NADLER, RICHARD, DONALD | I | TREASURER AND MANAGER | C | Control |
| NADLER, RICHARD, DONALD | I | TREASURER | C | Control |
| NADLER, RICHARD, DONALD | I | TREASURER AND MANAGER | C | Control |
| NADLER, RICHARD, DONALD | I | TREASURER AND MANAGER | C | Control |
| NADLER, RICHARD, DONALD | I | SECRETARY, TREASURER AND MANAGER | C | Control |
| NADLER, RICHARD, DONALD | I | SECRETARY, TREASURER AND MANAGER | C | Control |
| ROOT, WILLIAM, KEITH | I | CHIEF COMPLIANCE OFFICER, SECRETARY, AND MANAGER | B | Control |
| ROOT, WILLIAM, KEITH | I | CHIEF COMPLIANCE OFFICER, SECRETARY, AND MANAGER | B | Control |
| ROOT, WILLIAM, KEITH | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | B | Control |
| ROOT, WILLIAM, KEITH | I | INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| ROOT, WILLIAM, KEITH | I | SECRETARY AND MANAGER | B | Control |
| THE BEAVER FAMILY TRUST DTD 10/31/2018 | DE | OWNER | A | |
| THE BEAVER FAMILY TRUST DTD 10/31/2018 | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, ANDREW, PAUL | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, J | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, J | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
| KEELER, JANINE, JENNIFER | I | ANDREW P. KEELER LIVING TRUST | F | Control |
Registrations
Federal
IA
May 28, 2025 REGISTERED
Notice Filings (13)
CA FL GA IL IN KY LA MA NC NE OH PA TX
Address
565 METRO PLACE SOUTHSUITE 280
DUBLIN, OH 43017
United States
Phone: 614-791-4123