Michael Klubnik has been an investment adviser representative at Keeler & Nadler Financial Planning and Wealth Management since August 2024, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 2 yearsDublin, OH · Adviser representative · Firm CRD 173079
Investment adviser representative registrations
Michael Klubnik is registered as an investment adviser representative in Ohio, since August 2024.
- OhioSince 14 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7959488
- Firm
- Keeler & Nadler Financial Planning and Wealth Management · CRD 173079
- Office
- 565 METRO PLACE SOUTH, SUITE 280, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Klubnik work?
Michael Klubnik is an investment adviser representative registered through Keeler & Nadler Financial Planning and Wealth Management, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Klubnik a financial advisor?
Yes. Michael Klubnik has a current investment-adviser registration in Ohio, through Keeler & Nadler Financial Planning and Wealth Management since August 2024.
How many years of experience does Michael Klubnik have?
Michael Klubnik has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Michael Klubnik passed?
Michael Klubnik passed the Series 65 in September 2022.
Where is Michael Klubnik based?
Michael Klubnik’s registered office is in Dublin, OH.
Is Michael Klubnik registered with FINRA?
No. Michael Klubnik has no current broker registration.
How can I verify Michael Klubnik’s record?
Search CRD 7959488 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Klubnik’s full registration record.
