Wells Fargo Advisors
46yrs
Top advisor by experience in Dublin
15yrs
Mark Beaver is a fiduciary financial advisor in Dublin, Ohio, with 15 years in the industry. After three years at Cambridge Investment Research Advisors, Mark joined Keeler & Nadler Family Wealth in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
One of 525 advisors with offices in Dublin, and one of 396 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 63% of advisors at Keeler & Nadler Family Wealth
Office565 Metro Place South Suite 280, Dublin, OH 43017
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.21 million
Advisors at the firm8
States licensed ?1 state
Services through Keeler & Nadler Family Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowKeeler & Nadler Family WealthCurrent firm
- 2012 – 2014
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Keeler & Nadler Family Wealth at (614) 791-4123 and ask for Mark Beaver. Mark works from the Dublin, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2011, about 15 years. More experience than 63% of advisors at Keeler & Nadler Family Wealth.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Keeler & Nadler Family Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark 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.
Other advisors nearby
Morgan Stanley
46yrs
Top 1% by experience in Dublin
Commonwealth Financial Network
46yrs
Top 1% by experience in Ohio
Capital Investors Advisory
43yrs
Top 1% by experience in Dublin
Ameriprise Financial Services
43yrs
Top 1% by experience in Dublin
Raymond James & Associates
42yrs
Top 1% by experience in Dublin