Keidan Financial Consultants LLC

Keidan Financial Consultants LLC (CRD# 108093) is a financial advisory firm headquartered in Columbus, OH. They manage $447,040,441 in 527 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
400 South 5th Street, Suite 100, Columbus, OH 43215
http://www.linkedin.com
By the Numbers
  • Total Assets Under Management
    447
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $848,274
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, OH

Financial Advisors at Keidan Financial Consultants LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric Eberts, financial advisor Columbus OH
Eric S. Eberts
CRD#: 4898794
400 South 5th Street, Suite 100, Columbus, OH 43215

Eric Eberts (CRD# 4898794) is an Investment Advisor Representative working at Keidan Financial Consultants LLC in Columbus, OH and has over 15 years of experience in the finance industry. Eric Eberts 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.

2
Robert Keidan, financial advisor Columbus OH
Robert S. Keidan
CRD#: 703469
400 South 5th Street #100, Columbus, OH 43215

Robert Keidan (CRD# 703469) is an Investment Advisor Representative working at Keidan Financial Consultants LLC in Columbus, OH and has over 37 years of experience in the finance industry. Robert Keidan 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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