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Eric Steven Eberts

Keidan Financial Consultants LLC

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About Eric Steven Eberts

Eric Steven Eberts is a financial advisor at Keidan Financial Consultants LLC. He is registered with the state of Ohio. Eric has been in the financial services industry since March 15, 2007. Eric has experience in a variety of financial services roles, including working with Lincoln Financial Advisors Corporation and TD Ameritrade, Inc. Eric holds the Series 6, Series 7, and Series 66 securities licenses. He is also a Certified Financial Planner and Chartered Financial Analyst. Keidan Financial Consultants LLC offers a variety of financial planning and investment management services.

Firm Information

Eric Eberts is currently registered with Keidan Financial Consultants LLC. Keidan Financial Consultants LLC is a financial consultant firm based in Columbus, OH. They provide a range of financial services to individuals, high-net-worth individuals, and businesses including financial planning, portfolio management, and pension consulting. The firm manages approximately $442 million in assets for their 524 clients.
Keidan Financial Consultants LLC

400 SOUTH 5TH STREET

COLUMBUS, OH 43215

$442.14M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Eberts’s Registration & Firm History

OH

02/28/2014 - Present

Keidan Financial Consultants LLC (COLUMBUS OH)

OH

05/30/2007 - 02/21/2012

TD AMERITRADE, INC. (COLUMBUS OH)

OH

11/07/2005 - 05/18/2007

FSC SECURITIES CORPORATION (WORTHINGTON OH)

IN

03/11/2005 - 11/09/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

03/11/2005 - 11/09/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 02/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Steven Eberts. Review regulatory record here.
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