Best Investors
Account
Sign in
565 Metro Place South Suite 280, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-10-14 |
| TX | RA | APPROVED_RES | 2014-10-14 |
Branch Locations
565 Metro Place South Suite 280, Dublin, OH 43017 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler & Nadler Financial Planning And Wealth Management, Llc | Dublin | OH | 09/2014 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 11/2014 | Present |
1) KEELER AND NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT. INVESTMENT RELATED. 485 Metro Place South, Suite 100, DUBLIN, OH 43017. RIA. PRESIDENT AND IAR. 100 HRS/MO. PRESIDENT OF KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT. 2) PLUS FINANCIAL NETWORK. NOT INVESTMENT RELATED. FIXED INSURANCE AGENCY. AGENT. 11/2014. 5 HRS/MO. PROVIDE CLIENTS WITH LIFE, DISABILITY AND LONG TERM CARE INSURANCE PRODUCTS. 3) DUBLIN CITY COUNCIL. Not Investment Related. 5555 Perimeter Drive, Dublin OH 43017. City Government. City Council Member. Start 1/1/2020. 30 hours per month, not during trading. AS A MEMBER OF THE FINANCE COMMITTEE, WE EVALUATE BED TAX GRANT APPLICATIONS, FEES FOR RENTING VARIOUS CITY VENUES, AND EVALUATE THE CITY'S INVESTMENT PORTFOLIO. THE COMMITTEE DOESN'T HAVE ANY DECISION MAKING POWER-WE ARE AN ADVISORY COMMITTEE TO CITY COUNCIL AS A WHOLE. I/KEELER & NADLER HAS NO AFFILIATION WITH THE INVESTMENT PORTFOLIO OR ANY OF THE MANAGERS OF IT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-26 |
Reach out to this advisor