Nathaniel
Evans
Keeler Thomas Management LLC
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About this Advisor
Nathaniel Evans is a financial advisor based in Orem, Utah, working with Keeler Thomas Management LLC. Nathaniel has previously held positions at Zions Bank, Utah Valley University, Nature's Sunshine Products, Sagepoint Financial, Osaic Wealth, Inc, Keeler Thomas Management LLC, and Keeler Thomas Management, LLC. Nathaniel has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Nathaniel is part of Keeler Thomas Management LLC, which operates out of Orem, Utah. The firm has 13 employees and manages assets totaling $338.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Keeler Thomas Management LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keeler Thomas Management LLC Brokerage Details
$338,369,118
13
824
$410,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Nathaniel Evans Work History
Keeler Thomas Management LLC
Osaic Wealth, Inc
Keeler Thomas Management, LLC
Zions Bank
Sagepoint Financial
Utah Valley University
Nature'S Sunshine Products
Disclosures
Please visit the SEC profile of Nathaniel Evans 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 Keeler Thomas Management LLC
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
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