Eric Steven Eberts
Investment adviser representative at Keidan Financial Consultants LLC
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$574.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Keidan Financial Consultants LLCFeb 2012 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
Keidan Financial Consultants LLC
$574.9MAssets managed
184Clients
2Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4898794
- Firm CRD
- 108093