Richard Nadler, financial advisor Dublin OH
96 score

Richard Nadler

CRD Number: 4453072
Current Firm: Keeler & Nadler Financial Planning And Wealth Management, LLC

Richard Nadler (CRD# 4453072) is an Investment Advisor Representative working at Keeler & Nadler Financial Planning And Wealth Management, LLC in Dublin, OH and has over 12 years of experience in the finance industry. Richard Nadler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Nov 2014 - Current 2
Keeler & Nadler Financial Planning And Wealth Management, LLC Dublin, OH Sep 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2009 - Nov 2014 5
Cambridge Investment Research, Inc. Fairfield, IA Sep 2005 - Nov 2014 9
Efg, Inc. Dublin, OH Sep 2005 - Sep 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
Contact Info for Richard D. Nadler
Phone Number: 614-791-4123
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $223,976
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, IL, NE, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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