Mark D Beaver
Financial advisor at Keeler & Nadler Financial Planning & Wealth Management · Dublin, OH
Last updated 2026-10-10
Claim your profileMark D Beaver is a financial advisor at Keeler & Nadler Financial Planning & Wealth Management in Dublin, OH, CRD 5828596. Licenses and exams on the registration: Series 66. IAPD registration began 2012-04-20.
Registration
- CRD number
- 5828596
- Registration status
- Active
- IAPD registration
- 2012-04-20
- Industry Experience
- 14 years
- Work Experience
- 16 years
- States registered
- OH
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2010-03 to Present · Keeler & Nadler Financial Planning & Wealth Mgmt, LLC · Dublin, OH
- 2014-11 to 2023-04 · Purshe Kaplan Sterling Investments, Inc. · Albany, NY
Current employment
- Keeler & Nadler Family Wealth · Dublin, OH
Keeler & Nadler Financial Planning & Wealth Management
- Regulatory AUM
- $609,903,502
- Registered advisors
- 8
- Offices
- 1
- Clients per advisor
- 63.3 (Moderate)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 37.2% (Moderate)
About
Mark D Beaver is a CFP® financial advisor at Keeler & Nadler Family Wealth, operating as Keeler & Nadler Financial Planning & Wealth Management in Dublin, OH. Reported securities licenses include Series 66. The latest record indicates 14 years of industry experience and 16 years of reported work history.
Keeler & Nadler Financial Planning & Wealth Management's firm-level Form ADV reports 8 advisors across 1 offices; approximately 63.3 clients per advisor, average assets per client of $1,205,343, and regulatory AUM of $609.9M; client categories including Individuals (non-HNW), High net worth individuals, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $326.4M across 55 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark D Beaver personally.
Reported ETF positions
Keeler & Nadler Financial reports 55 ETF positions worth $326.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| FNDF — Schwab Fundamental International Equity ETF | $29.9M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $29.2M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $25M |
| SCHV — Schwab U.S. Large-Cap Value ETF | $24.4M |
| VUG — Vanguard Morningstar Growth ETF | $19.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Keeler & Nadler Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $16.1M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $16.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $19.2M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | CGSM — Capital Group Short Duration Municipal Income ETF | $3M | Top 94.4% | Replicability (R²) 80.6% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Keeler & Nadler Financial Planning & Wealth Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Lawyer or Law Firm
Location
565 Metro Place South, Dublin, OH 43017
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 614-791-4123
- Website: knwealth.com
Official record
Are you Mark D Beaver?
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