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 19 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Keeler & Nadler Financial Planning And Wealth Management, LLC||Dublin, OH||Sep 2014 - Current||3|
|Resch & Root, Attys @ Law||Dublin, OH||Oct 2004 - Current||13|
|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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