Inactive

Michael Klubnik

Keeler & Nadler Family Wealth

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Current Employers

Keeler & Nadler Family Wealth

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-08-14

OH RA
APPROVED

Since 2024-08-14

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Keeler & Nadler Family Wealth	Dublin	OH	05/2024	Present
Bread Financial	Columbus	OH	06/2018	05/2024
Huntington National Bank	Columbus	OH	02/2014	06/2018

05/2024 → Present

Keeler & Nadler Family Wealth

Dublin, OH
06/2018 → 05/2024

Bread Financial

Columbus, OH
02/2014 → 06/2018

Huntington National Bank

Columbus, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-24

S65 Uniform Investment Adviser Law Examination

2022-09-24

Designations

Other Names

Michael Philip Klubnik

View on SEC IAPD

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Other Investors

WILLIAM KEITH ROOT

Jacob Palmer Martin

JESSICA ANNE Hultberg

Timothy Joseph Burkett

ANDREW PAUL KEELER

JEREMY SCOT NELSON

Other Offices

PFS INVESTMENTS INC. · DUBLIN, OH

PFS INVESTMENTS INC. · DUBLIN, OH

DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH

MORGAN STANLEY · Dublin, OH

CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH

BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH

VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

GOLDEN RESERVE RETIREMENT, LLC · Dublin, OH

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