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Andrew Paul Keeler

Keeler & Nadler Family Wealth

Dublin, OH

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Current Employers
Keeler & Nadler Family Wealth

565 Metro Place South Suite 280, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-10-14
TX RA APPROVED_RES 2014-10-14
  • OH RA
    APPROVED
    Since 2014-10-14
  • TX RA
    APPROVED_RES
    Since 2014-10-14

Branch Locations

565 Metro Place South Suite 280, Dublin, OH 43017 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Keeler & Nadler Financial Planning And Wealth Management, Llc Dublin OH 09/2014 Present
Purshe Kaplan Sterling Investments, Inc. Albany NY 11/2014 Present
  • 09/2014 → Present
    Keeler & Nadler Financial Planning And Wealth Management, Llc
    Dublin, OH
  • 11/2014 → Present
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-06-26
  • S63 Uniform Securities Agent State Law Examination
    2002-06-26
Designations
Other Names
  • Andy Keeler
  • Andrew Paul Keeler

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