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Eric Steven Eberts

Keidan Financial Consultants LLC

Columbus, OH

CRD 4898794

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Employer firm

Keidan Financial Consultants LLC CRD 108093

$575M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Keidan Financial Consultants Llc

400 South 5Th Street Suite 100, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-02-28
  • OH RA
    APPROVED
    Since 2014-02-28

Branch Locations

400 South 5Th Street Suite 100, Columbus, OH 43215 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keidan Financial Consultants Columbus OH 02/2012 Present
  • 02/2012 → Present
    Keidan Financial Consultants
    Columbus, OH
Previous Registrations
  • 2007-05-31 → 2012-02-21
    Td Ameritrade, Inc.
    Columbus, OH
  • 2007-05-31 → 2012-02-21
    Td Ameritrade Investment Management, Llc
    Columbus, OH
  • 2007-02-06 → 2007-05-18
    Fsc Securities Corporation
    Worthington, OH
    Worthington, OH
Other Businesses

1. KEIDAN FINANCIAL CONSULTANTS LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/20/2012 ADDRESS: 400 South Fifth Street, Suite 100, Columbus OH 43215, United States DESCRIPTION: Financial Advisor for Keidan Financial Consultants LLC- Assist with portfolio review and investment research Licensed insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-02
  • S66 Uniform Combined State Law Examination
    2007-02-02
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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