Mark D Beaver
Investment adviser representative at Keeler & Nadler Family Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$609.9MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Keeler & Nadler Family WealthOct 2014 to now
- Keeler & Nadler Financial Planning & Wealth Mgmt, LLCMar 2010 to now
- Purshe Kaplan Sterling Investments, Inc.Nov 2014 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
Keeler & Nadler Family Wealth
Legal name: Keeler & Nadler Financial Planning and Wealth Management, LLC
$609.9MAssets managed
506Clients
8Advisers
11 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
- 5828596
- Firm CRD
- 173079