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Madeline Keegan

Madeline Keegan

FRAZIER FINANCIAL ADVISORS
COLUMBUS, OH 43221
Some features on this profile are disabled
CRD#: 6611072
Madeline Keegan

Professional summary

Madeline Keegan, CFP®, who also goes by Maddi Napier, Madeline Napier, is a registered financial advisor currently at FRAZIER FINANCIAL ADVISORS, LLC located in Columbus, Ohio.

Madeline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Madeline has worked at 6 firms and has passed the Series 65, SIE, Series 6 and Series 26 exams.

Core Areas of Focus

Business Owners
Cash Flow/Budgets/Credit Issues
Fixed Fee (Subscription
Retainer
etc.)
Millennials
Novice Investors
Retirement Plan Investment Advice

Question & Answer

What are your service offerings?
Small Business Planning
Business Succession Planning
Employee and Employer Plan Ben...
Life Transitions
Comprehensive Financial Planni...
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases

Maddi Napier | Madeline Napier

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madeline Keegan'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: 2019

Experience

Current

April 28, 2023 - Present

FRAZIER FINANCIAL ADVISORS, LLC

Office #1: 1690 West Lane Avenue Suite 280, Columbus, OH 43221
RIA
CRD#: 106649
COLUMBUS, OH
Past

June 10, 2019 - December 5, 2023

MINERVA WEALTH PLANNING, LLC

RIA
CRD#: 302108
DUBLIN, OH
Past

April 17, 2019 - July 3, 2019

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
DUBLIN, OH
Past

January 31, 2018 - April 23, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
DUBLIN, OH
Past

November 3, 2017 - January 31, 2018

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

March 1, 2016 - January 31, 2018

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, 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".
FF
FRAZIER FINANCIAL ADVISORS, LLC
FRAZIER FINANCIAL ADVISORS | JAMES ARTHUR FRAZIER | FRAZIER JAMES ARTHUR | FRAZIER FINANCIAL ADVISORS, LLC

CRD#: 106649 / SEC#: 801-50432

RIA
Registered Investment Advisory firm - (10/23/1995 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
(4/28/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/2/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/31/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/1/2016
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 4/19/2016
Investment Company Products/Variable Contracts Principal Examination

Current Firm

FF
FRAZIER FINANCIAL ADVISORS, LLC
FRAZIER FINANCIAL ADVISORS | JAMES ARTHUR FRAZIER | FRAZIER JAMES ARTHUR | FRAZIER FINANCIAL ADVISORS, LLC

CRD#: 106649 / SEC#: 801-50432

RIA
Registered Investment Advisory firm - (10/23/1995 Approved)
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Contact information

Main Address
1690 West Lane Avenue Suite 280, Columbus, OH 43221
Mailing Address
Phone number
(614) 793-8297
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FRAZIER PART 2A OF FORM ADV (3/13/2025)

Regulatory assets under management

Total Number of Accounts3,751
AUM (Assets Under Management)$ 929,855,340

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/29/2025
Cover Page
Report
09/16/2025
Cover Page
Report
04/07/2025
Cover Page
Report
01/25/2024
Cover Page
Report

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.

Company Information

FRAZIER FINANCIAL ADVISORS, LLC

CRD#: 106649Columbus, OH 43221

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