Nathan
Kesling

Aegis Wealth Management, Inc

CRD#7292118
Investment Advisor
in Carmel, IN

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About this Advisor

Nathan Kesling is a financial advisor based in Carmel, Indiana, working with Aegis Wealth Management, Inc. Nathan has previously held positions at Avon High School, Kroger, Lowe's Companies, Inc, Butler University, Cheddar's Scratch Kitchen, Indiana Farm Bureau Insurance, Crown Haven Wealth Advisors, Aegis Wealth Management, Inc, and Crown Haven Wealth Management. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Nathan is part of Aegis Wealth Management, Inc, which operates out of Carmel, Indiana. The firm has 28 offices and 30 employees. The firm manages assets totaling $143.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Aegis Wealth Management, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11495 N Pennsylvania St. #201
Carmel, IN 46032

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Aegis Wealth Management, Inc Brokerage Details

Total Assets Under Management

$143,104,727

IN Average: $9,259,360,772
Total Number of Employees

30

IN Average: 166
Total Number of Accounts

1,742

IN Average: 7,189
Average Account Size

$82,150

IN Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nathan Kesling Work History

2022 - Present (3 years)

Crown Haven Wealth Management

2021 - 2022 (1 year)

Crown Haven Wealth Advisors

2020 - 2022 (2 years)

Aegis Wealth Management, Inc

2019 - 2020 (1 year)

Crown Haven Wealth Management

2018 - 2019 (1 year)

Indiana Farm Bureau Insurance

2017 - 2017 (< 1 year)

Cheddar'S Scratch Kitchen

2015 - 2016 (1 year)

Lowe'S Companies, Inc

2015 - 2019 (4 years)

Butler University

2014 - 2014 (< 1 year)

Kroger

2012 - 2015 (3 years)

Avon High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nathan Kesling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aegis Wealth Management, Inc

Anthony Pisani
Shelton, CT
Theresa Bond
Layton, UT
David Stanley
Guthrie Center, IA
Richard Spencer
Tewksbury, MA
Suzanne Porske
Guthrie Center, IA
Griffin Malatino
Wheat Ridge, CO
Jonathan Durr
Guthrie Center, IA
Daniel Stewart
Glen Allen, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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