Nathan
Kesling
Aegis Wealth Management, Inc
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About this Advisor
Nathan Kesling is a financial advisor working out of Carmel, Indiana with 3 years of relevant experience. Kesling is an employee of Aegis Wealth Management, Inc. The advisor has gained experience at Avon High School, Team Witscken Tennis, 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. Kesling holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Indiana. Aegis Wealth Management, Inc is a financial advisory company based in Guthrie Center, IA. The investment advisory business has offices in 26 locations and a total of 28 people on staff. It handles $135 million in assets under management among its 1,147 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,147 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. Fees billed by Aegis Wealth Management, Inc most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$134,993,577
28
1,147
$117,693
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
Nathan has been registered as a financial advisor for 3 years.*
Crown Haven Wealth Management
Crown Haven Wealth Advisors
Aegis Wealth Management, Inc
Crown Haven Wealth Management
Indiana Farm Bureau Insurance
Cheddar'S Scratch Kitchen
Lowe'S Companies, Inc
Butler University
Kroger
Avon High School
Team Witscken Tennis
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Guthrie Center, IA
Tewksbury, MA
Guthrie Center, IA
Wellington, FL
Carmel, IN
Denver, CO
Wheat Ridge, CO
Caldwell, ID
The content in this profile was updated by SmartAsset on 4/16/2023. 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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