Andrew P. Keeler

KEELER & NADLER FAMILY WEALTH

DUBLIN, OH 43017

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CRD#: 2519150

Professional summary

Andrew Paul Keeler MR., CFP®, who also goes by Andrew Paul Keeler, Andy Keeler, is a registered financial advisor currently at KEELER & NADLER FAMILY WEALTH located in Dublin, Ohio.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Andrew has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Paul Keeler | Andy Keeler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) KEELER AND NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT. INVESTMENT RELATED. 485 Metro Place South, Suite 100, DUBLIN, OH 43017. RIA. PRESIDENT AND IAR. 100 HRS/MO. PRESIDENT OF KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT. 2) PLUS FINANCIAL NETWORK. NOT INVESTMENT RELATED. FIXED INSURANCE AGENCY. AGENT. 11/2014. 5 HRS/MO. PROVIDE CLIENTS WITH LIFE, DISABILITY AND LONG TERM CARE INSURANCE PRODUCTS. 3) DUBLIN CITY COUNCIL. Not Investment Related. 5555 Perimeter Drive, Dublin OH 43017. City Government. City Council Member. Start 1/1/2020. 30 hours per month, not during trading. AS A MEMBER OF THE FINANCE COMMITTEE, WE EVALUATE BED TAX GRANT APPLICATIONS, FEES FOR RENTING VARIOUS CITY VENUES, AND EVALUATE THE CITY'S INVESTMENT PORTFOLIO. THE COMMITTEE DOESN'T HAVE ANY DECISION MAKING POWER-WE ARE AN ADVISORY COMMITTEE TO CITY COUNCIL AS A WHOLE. I/KEELER & NADLER HAS NO AFFILIATION WITH THE INVESTMENT PORTFOLIO OR ANY OF THE MANAGERS OF IT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Paul Keeler MR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

October 14, 2014 - Present

KEELER & NADLER FAMILY WEALTH

Office #1: 565 Metro Place South Suite 280, Dublin, OH 43017

RIA

CRD#: 173079

DUBLIN, OH

Past

November 14, 2014 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Dublin, OH

Past

September 25, 2009 - December 12, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

DUBLIN, OH

Past

January 24, 2005 - December 7, 2009

EVERHART ADVISORS

RIA

CRD#: 107091

DUBLIN, OH

Past

January 14, 2003 - December 31, 2004

EVERHART ADVISORS

RIA

CRD#: 107091

DUBLIN , OH

Past

January 2, 2001 - December 12, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

DUBLIN, OH

Past

June 27, 1995 - December 31, 2000

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

September 6, 1994 - July 13, 1995

ALLES INVESTMENTS, INC.

CRD#: 26860

DUBLIN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KEELER & NADLER FAMILY WEALTH

KEELER & NADLER FAMILY WEALTH | KEELER & NADLER WEALTH MANAGEMENT, LLC | KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

CRD#: 173079 / SEC#: 801-80394

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/14/2014)

IAR

Texas
(10/14/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/29/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KEELER & NADLER FAMILY WEALTH

KEELER & NADLER FAMILY WEALTH | KEELER & NADLER WEALTH MANAGEMENT, LLC | KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

CRD#: 173079 / SEC#: 801-80394

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

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Contact information

Main Address

565 Metro Place South Suite 280, Dublin, OH 43017

Mailing Address

Phone number

(614) 791-4123

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KEELER & NADLER - ADV 2A - FIRM BROCHURE (5/28/2025)

Regulatory assets under management

Total Number of Accounts	1,729
AUM (Assets Under Management)	$ 477,811,228

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andrew P. Keeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Paul Keeler MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EVERHART ADVISORS

EVERHART ADVISORS

CAMBRIDGE INVESTMENT RESEARCH, INC.

WALNUT STREET SECURITIES, INC.

ALLES INVESTMENTS, INC.

Primary Firm SEC Registration

KEELER & NADLER FAMILY WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 6/26/2002

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2011

Series 6

Date: 8/29/1994

Current Firm

KEELER & NADLER FAMILY WEALTH

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEELER & NADLER FAMILY WEALTH

TRUST BUT VERIFY

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