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MK

Michael Klubnik

KEELER & NADLER FAMILY WEALTH
DUBLIN, OH 43017
Some features on this profile are disabled
CRD#: 7959488
MK

Professional summary

Michael Klubnik, who also goes by Michael Philip Klubnik, is a registered financial advisor currently at KEELER & NADLER FAMILY WEALTH located in Dublin, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Philip Klubnik

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 Michael Klubnik'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®
None

Experience

Current

August 14, 2024 - Present

KEELER & NADLER FAMILY WEALTH

Office #1: 565 Metro Place South Suite 280, Dublin, OH 43017
RIA
CRD#: 173079
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".
K&
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
(8/14/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2022
Uniform Investment Adviser Law Examination

Current Firm

K&
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
10

SEC notice filing (13 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

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

Regulatory assets under management

Total Number of Accounts1,729
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.

Company Information

KEELER & NADLER FAMILY WEALTH

CRD#: 173079Dublin, OH 43017

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