Mark Beaver has been Partner/Senior Financial Advisor/Trustee of Keeler & Nadler Financial Planning and Wealth Management since January 2020, is a control person of the firm and directly owns under 5% of it. Mark Beaver holds a Degree with a focus on personal financial planning and a minor in Economics from The Ohio State University.
Keeler & Nadler Financial Planning and Wealth Management, LLC is a Dublin, OH firm with $610M under management, 506 clients and 9 advisers in one office, as of its July 2026 filing.
Mark Beaver is a Partner and Senior Financial Advisor at Keeler & Nadler, and heads the firm's Investment Committee. He served as president of the Financial Planning Association of Central Ohio in 2022 and sits on the Legacy Endowment Advisory Council to LifeCare Alliance.
Mark Beaver’s longest registration is the current one, 12 years at Keeler & Nadler Financial Planning and Wealth Management since 2014. Before joining Keeler & Nadler Financial Planning and Wealth Management in 2014, Mark Beaver was registered through Cambridge Investment Research Advisors, Inc.
- – present · 12 yearsDublin, OH · Adviser representative · Firm CRD 173079
- Cambridge Investment Research Advisors, Inc.– · 2 yearsDublin, OH · Adviser representative · Firm CRD 134139
Professional designations
Listed by Keeler & Nadler Financial Planning and Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified College Financial Consultant
Investment adviser representative registrations
Mark Beaver is registered as an investment adviser representative in Ohio, since October 2014.
- OhioSince 20 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 May 2011 |
| Series 7 | General Securities Representative Examination | 22 January 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark D Beaver
- CRD
- 5828596
- Firm
- Keeler & Nadler Financial Planning and Wealth Management · CRD 173079
- Role
- Partner/Senior Financial Advisor/Trustee
- Office
- 565 METRO PLACE SOUTH, SUITE 280, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- knwealth.com
Where does Mark Beaver work?
Mark Beaver has been Partner/Senior Financial Advisor/Trustee of Keeler & Nadler Financial Planning and Wealth Management, LLC since January 2020, and is a control person of the firm.
Is Mark Beaver a financial advisor?
Yes. Mark Beaver has a current investment-adviser registration in Ohio, through Keeler & Nadler Financial Planning and Wealth Management since October 2014.
How many years of experience does Mark Beaver have?
Mark Beaver has 15 years in the financial industry, since January 2011, across 2 adviser firms.
What exams has Mark Beaver passed?
Mark Beaver has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2011. FINRA credited Mark Beaver with the SIE, which began in October 2018.
Where is Mark Beaver based?
Mark Beaver’s registered office is in Dublin, OH.
Is Mark Beaver registered with FINRA?
No. Mark Beaver has no current broker registration.
Is Mark Beaver a CFP?
Keeler & Nadler Financial Planning and Wealth Management lists Mark Beaver with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mark Beaver’s record?
Search CRD 5828596 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Beaver’s full registration record.