DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Madeline Keegan
Certified Financial Planner
Feed of 09/14/2026
Also filed as Maddi Napier
At current firm
3 y
since Apr 28, 2023
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Frazier Financial Advisors, LLC independent RIA currentsince Apr 28, 2023 · Columbus, Oh
- Minerva Wealth Planning, LLC unclassifiedJun 10, 2019 to Dec 5, 2023 · Dublin, Oh
- J. W. Cole Advisors, Inc. BD affiliatedApr 17, 2019 to Jul 3, 2019 · Dublin, Oh
- Global Financial Private Capital, Inc. formerJan 31, 2018 to Apr 23, 2019 · Dublin, Oh
- Nationwide Investment Advisors, LLC BD affiliatedNov 3, 2017 to Jan 31, 2018 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Minerva Wealth Planning, LLC to Frazier Financial Advisors, LLCleft Dec 5, 2023, registered Apr 28, 2023 (-221 days) · Other
- J. W. Cole Advisors, Inc. to Minerva Wealth Planning, LLCleft Jul 3, 2019, registered Jun 10, 2019 (-23 days) · Other
- Global Financial Private Capital, Inc. to J. W. Cole Advisors, Inc.left Apr 23, 2019, registered Apr 17, 2019 (-6 days) · corporate re-registration, not a move
- Nationwide Investment Advisors, LLC to Global Financial Private Capital, Inc.left Jan 31, 2018, registered Jan 31, 2018 (0 days) · Other
Signals
- Madeline Keegan left Minerva Wealth Planning, Llc for Frazier Financial Advisors, Llc (registered 2023-04-28)Dec 5, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address