William RootCRD Number: 3133207
Current Firm: Keeler & Nadler Financial Planning And Wealth Management, LLC
William Root (CRD# 3133207) is an Investment Advisor Representative working at Keeler & Nadler Financial Planning And Wealth Management, LLC in Dublin, OH and has over 18 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Keeler & Nadler Financial Planning And Wealth Management, LLC||Dublin, OH||Sep 2014 - Current||2|
|Resch & Root, Attys @ Law||Dublin, OH||Oct 2004 - Current||12|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Nov 2014 - Dec 2015||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2009 - Nov 2014||5|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2003 - Nov 2014||11|
|Efg, Inc.||Dublin, OH||Jun 2003 - Sep 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management144MILLIONS
Total Number of Accounts644ACCOUNTS
Average Account Value$223,976
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, IL, NE, OH, TX
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