Mark D. Beaver

KEELER & NADLER FAMILY WEALTH

DUBLIN, OH 43017

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CRD#: 5828596

Professional summary

Mark D Beaver, AIF®, CFP® is a registered financial advisor currently at KEELER & NADLER FAMILY WEALTH located in Dublin, Ohio.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 4 firms and has passed the Series 66, SIE and Series 7 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)PLUS FINANCIAL NETWORK, NOT INVESTMENT RELATED, 2155 BUTTERFIELD DR., STE 102 SOUTH, TROY, MI 48084; FIXED INSURANCE AGENT; STARTED 11/2014; 5 HRS PER MONTH; .5 DURING TRADING HRS; PROVIDE CLIENTS WITH LIFE, DISABILITY, AND LONG TERM CARE INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark D Beaver'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

October 20, 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 - April 5, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Dublin, OH

Past

April 20, 2012 - December 12, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

DUBLIN, OH

Past

January 24, 2011 - December 12, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

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
(10/20/2014)

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

IAR

Series 66

Date: 5/31/2011

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: 1/22/2011

General Securities 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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Mark D. Beaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark D Beaver's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEELER & NADLER FAMILY WEALTH

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

KEELER & NADLER FAMILY WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 5/31/2011

SIE

Date: 10/1/2018

Series 7

Date: 1/22/2011

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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