RK
Robert S. Keidan
KEIDAN FINANCIAL CONSULTANTS LLC
COLUMBUS, OH 43215
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CRD#: 703469
RK
Professional summary
Robert Stuart Keidan, CFP®, who also goes by Robert S Keidan, is a registered financial advisor currently at KEIDAN FINANCIAL CONSULTANTS LLC located in Columbus, Ohio and OSAIC WEALTH, INC. located in Columbus, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Robert has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert S Keidan
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 POSITION: president NATURE: Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1988 ADDRESS: 400 s 5th st columbus oh 43215 DESCRIPTION: Manage money using no-load funds 2. KEIDAN FINANCIAL CONSULTANTS INVESTMENT RELATED: Yes ADDRESS: 400 S 5TH ST SUITE 100 columbus OH 43215 POSITION: OWNER, 1983, 1 HR MONTH 1 HR DURING TRADING, DESCRIPTION: TERM INSURANCE FOR CLIENTS LTC INSURANCE. 3. TEMPLE ISRAEL FOUNDATION, NOT INVESTMENT-RELATED address: 5419 E BROAD ST COLUMBUS OH 43213 POSITION: BOARD MEMBER, 2003, 2 HRS MONTH, 0 DURING TRADING, DESCRIPTION: HELP MAKE POLICY AND VOLUNTEER.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Stuart Keidan's 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®
Experience
Current
January 1, 2001 - Present
KEIDAN FINANCIAL CONSULTANTS LLC
Office #1: 400 South 5th Street #100, Columbus, OH 43215RIA
CRD#: 108093
COLUMBUS, OH
Current
November 19, 1989 - Present
OSAIC WEALTH, INC.
Office #1: 400 So. 5th Street #100, Columbus, OH 43215RIA
BD
CRD#: 23131
Columbus, OH
Past
April 28, 1983 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
January 12, 1980 - May 3, 1983
AMERICAN EXPRESS FINANCIAL CORPORATION
BD
CRD#: 6320
Past
January 12, 1980 - May 3, 1983
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Past
January 12, 1980 - May 3, 1983
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
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".
KF
KEIDAN FINANCIAL CONSULTANTS LLC
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.RR
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
RR
Alabama(5/7/1997)
RR
Arizona(1/4/2005)
RR
California(11/19/1989)
RR
Colorado(8/31/2005)
RR
Connecticut(10/23/2009)
RR
District of Columbia(2/15/2013)
RR
Florida(11/19/1989)
RR
Georgia(1/24/2012)
RR
Hawaii(1/5/2010)
RR
Illinois(11/19/1989)
RR
Indiana(5/21/1999)
RR
Kansas(9/1/2023)
RR
Kentucky(6/17/2005)
RR
Maryland(5/21/1999)
RR
Michigan(4/1/2003)
RR
Minnesota(7/6/2023)
RR
Missouri(6/24/1994)
RR
New Jersey(2/28/2014)
RR
New York(4/4/2006)
RR
North Carolina(6/28/1999)
RR
Ohio(11/19/1989)
IAR
Ohio(1/1/2001)
RR
Oklahoma(4/8/2020)
RR
Oregon(5/30/2019)
RR
Pennsylvania(5/13/1991)
RR
South Carolina(7/24/2000)
RR
Texas(12/2/2022)
RR
Virginia(6/28/1994)
RR
Washington(4/20/2012)
RR
West Virginia(5/21/1999)
RR
Wisconsin(5/10/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 1/12/1980
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KF
KEIDAN FINANCIAL CONSULTANTS LLC
KEIDAN FINANCIAL CONSULTANTS LLC
CRD#: 108093 / SEC#: 801-57002
RIA
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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
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 522 |
| AUM (Assets Under Management) | $ 496,251,570 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
