Nathan Kesling (CRD# 7292118) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Carmel, IN and has over 3 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Haven Wealth Management | Carmel, IN | Jun 2022 - Current | 1 |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | Oct 2020 - Aug 2022 | 1 |
| Crown Haven Wealth Advisors | Carmel, IN | Sep 2021 - Jun 2022 | < 1 |
| Crown Haven Wealth Management | Carmel, IN | Jun 2019 - Sep 2020 | 1 |
| Butler University | Indianapolis, IN | Aug 2015 - May 2019 | 3 |
| Indiana Farm Bureau Insurance | Indianapolis, IN | May 2018 - Apr 2019 | < 1 |
| Cheddar's Scratch Kitchen | Avon, IN | May 2017 - Aug 2017 | < 1 |
| Lowe's Companies, Inc. | Avon, IN | May 2015 - Sep 2016 | 1 |
| Avon High School | Avon, IN | Aug 2012 - May 2015 | 2 |
| Kroger | Avon, IN | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- IN
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Total Assets Under Management143MILLIONS
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Total Number of Accounts1,742ACCOUNTS
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Average Account Value$82,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI
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