Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
20yrs
Eric Eberts
Full name on record: Eric Steven Eberts
Financial advisor at Keidan Financial Consultants
Eric Eberts is a fiduciary financial advisor in Columbus, Ohio, with 20 years in the industry. Eric joined Keidan Financial Consultants in 2014, after five years at TD Ameritrade and five years at TD Ameritrade Investment Management. Eric’s designations include CFA and CFP®.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 63% of advisors in Columbus
Office400 South 5th Street Suite 100, Columbus, OH 43215
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$3.09 million
Advisors at the firm2
States licensed ?1 state
Services through Keidan Financial Consultants
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowKeidan Financial Consultants LLCCurrent firm
- 2007 – 2012TD Ameritrade, Inc.Previously
- 2007 – 2012TD Ameritrade Investment Management, LLCPreviously
- Feb 2007 – May 2007FSC Securities CorporationPreviously
Contact Eric
(614) 469-5003Keidan Financial Consultants main office 400 South 5th Street Suite 100Columbus, OH 43215Office · Get directions Firm websitewww.keidanfinancial.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Keidan Financial Consultants at (614) 469-5003 and ask for Eric Eberts. Eric works from the Columbus, OH office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2007, about 20 years. More experience than 63% of advisors in Columbus.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Keidan Financial Consultants reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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