Michael Klubnik
Investment adviser representative at Keeler & Nadler Family Wealth
12 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
12 years in the industry.
- Keeler & Nadler Family WealthMay 2024 to now
- Bread FinancialJun 2018 to May 2024
- Huntington National BankFeb 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7959488
- Firm CRD
- 173079