Timothy Burkett has been Director of Operations of Keeler & Nadler Financial Planning and Wealth Management since November 2020, is a control person of the firm and directly owns under 5% of it.
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.
Timothy Burkett’s longest registration is the current one, 5 years at Keeler & Nadler Financial Planning and Wealth Management since 2020. Before joining Keeler & Nadler Financial Planning and Wealth Management in 2020, Timothy Burkett was registered through Northavenue LLC and Partnership Financial, LLC.
- – present · 5 yearsDublin, OH · Adviser representative · Firm CRD 173079
- Northavenue LLC– · 1 yearColumbus, OH · Adviser representative · Firm CRD 297300
- Partnership Financial, LLC– · under a yearColumbus, OH · Adviser representative · Firm CRD 119681
Investment adviser representative registrations
Timothy Burkett is registered as an investment adviser representative in Ohio, since December 2020.
- OhioSince 23 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 October 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Joseph Burkett
- CRD
- 6995624
- Firm
- Keeler & Nadler Financial Planning and Wealth Management · CRD 173079
- Role
- Director of Operations
- Office
- 565 METRO PLACE SOUTH, SUITE 280, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Burkett work?
Timothy Burkett has been Director of Operations of Keeler & Nadler Financial Planning and Wealth Management, LLC since November 2020, and is a control person of the firm.
Is Timothy Burkett a financial advisor?
Yes. Timothy Burkett has a current investment-adviser registration in Ohio, through Keeler & Nadler Financial Planning and Wealth Management since December 2020.
How many years of experience does Timothy Burkett have?
Timothy Burkett has 7 years in the financial industry, since March 2019, across 3 adviser firms.
What exams has Timothy Burkett passed?
Timothy Burkett passed the Series 65 in October 2018.
Where did Timothy Burkett work before Keeler & Nadler Financial Planning and Wealth Management?
Before Keeler & Nadler Financial Planning and Wealth Management, Timothy Burkett was registered through Northavenue LLC, February 2019 to August 2020; Partnership Financial, LLC, October 2018 to January 2019.
Where is Timothy Burkett based?
Timothy Burkett’s registered office is in Dublin, OH.
Is Timothy Burkett registered with FINRA?
No. Timothy Burkett has no current broker registration.
How can I verify Timothy Burkett’s record?
Search CRD 6995624 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Burkett’s full registration record.
