Timothy Joseph Burkett
Investment adviser representative at Keeler & Nadler Family Wealth
19 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
19 years in the industry.
- Keeler & Nadler Family WealthNov 2020 to now
- Northavenue LLCJan 2019 to Aug 2020
- Partnership Financial LLCMay 2018 to Dec 2018
- US Trotting AssociationNov 2007 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6995624
- Firm CRD
- 173079