Eric S. Eberts

KEIDAN FINANCIAL CONSULTANTS LLC

Columbus, OH 43215

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CRD#: 4898794

Professional summary

Eric Steven Eberts, CFP® is a registered financial advisor currently at KEIDAN FINANCIAL CONSULTANTS LLC located in Columbus, Ohio and OSAIC WEALTH, INC. located in Columbus, Ohio.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Eric has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. KEIDAN FINANCIAL CONSULTANTS LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/20/2012 ADDRESS: 400 South Fifth Street, Suite 100, Columbus OH 43215, United States DESCRIPTION: Financial Advisor for Keidan Financial Consultants LLC- Assist with portfolio review and investment research

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Steven Eberts'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: 2009

Experience

Current

February 28, 2014 - Present

KEIDAN FINANCIAL CONSULTANTS LLC

Office #1: 400 South 5th Street Suite 100, Columbus, OH 43215

RIA

CRD#: 108093

Columbus, OH

Current

February 15, 2014 - Present

OSAIC WEALTH, INC.

Office #1: 400 So. 5th Street #100, Columbus, OH 43215

RIA

CRD#: 23131

Columbus, OH

Past

May 31, 2007 - February 21, 2012

TD AMERITRADE, INC.

RIA

CRD#: 7870

COLUMBUS, OH

Past

May 31, 2007 - February 21, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

COLUMBUS, OH

Past

May 30, 2007 - February 21, 2012

TD AMERITRADE, INC.

CRD#: 7870

COLUMBUS, OH

Past

February 6, 2007 - May 18, 2007

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

WORTHINGTON, OH

Past

November 7, 2005 - May 18, 2007

FSC SECURITIES CORPORATION

CRD#: 7461

WORTHINGTON, OH

Past

March 11, 2005 - November 9, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

March 11, 2005 - November 9, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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".

KEIDAN FINANCIAL CONSULTANTS LLC

CRD#: 108093 / SEC#: 801-57002

RIA

Registered Investment Advisory firm - (11/29/1999 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(2/18/2014)

IAR

Ohio
(2/28/2014)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/2/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/21/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

KEIDAN FINANCIAL CONSULTANTS LLC

CRD#: 108093 / SEC#: 801-57002

RIA

Registered Investment Advisory firm - (11/29/1999 Approved)

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Contact information

Main Address

400 South 5th Street Suite 100, Columbus, OH 43215

Mailing Address

Phone number

(614) 469-5003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KFC ADV PART 2A BROCHURE (9/18/2025)

Regulatory assets under management

Total Number of Accounts	522
AUM (Assets Under Management)	$ 496,251,570

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

Eric S. Eberts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Steven Eberts's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

KEIDAN FINANCIAL CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2006

Series 6

Date: 2/21/2005

FINRA

Current Firm

KEIDAN FINANCIAL CONSULTANTS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEIDAN FINANCIAL CONSULTANTS LLC

TRUST BUT VERIFY

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