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KEIDAN FINANCIAL CONSULTANTS LLC

COLUMBUS, OH · CRD 108093 · IAPD ↗ · keidanfinancial.com · 614-469-5003

$574.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — KEIDAN FINANCIAL CONSULTANTS LLC crossed $500M in regulatory AUM ($496.3M -> $574.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2026 — KEIDAN FINANCIAL CONSULTANTS LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.