Partner/senior Financial Advisor/trustee · Keeler & Nadler Family Wealth
Mark D Beaver
CRD 5828596 · Named on Form ADV at one SEC-registered adviser
At a glance
Keeler & Nadler Family Wealth, an SEC-registered wealth manager based in Dublin, OH with $610 million in regulatory assets, lists Mark D Beaver on its Form ADV as Partner/senior Financial Advisor/trustee, a control person.
Firms and roles
- Keeler & Nadler Family WealthPartner/senior Financial Advisor/trusteeWealth manager · Dublin, OH · $610M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Andrew P. KeelerPresident, Chief Compliance Officer and Manager, Keeler & Nadler Family Wealth
- Timothy J. BurkettDirector of Operations, Keeler & Nadler Family Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.