Keeler Thomas Management LLC

Keeler Thomas Management LLC (CRD# 109522) is a financial advisory firm headquartered in Orem, UT. They manage $259,421,123 in 908 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    908
    ACCOUNTS
  • Average Account Value
    $285,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX, UT, WA

Financial Advisors at Keeler Thomas Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Nathaniel E. Evans
CRD#: 6902265
1327 South 800 East, Orem, UT 84097

Nathaniel Evans (CRD# 6902265) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 2 years of experience in the finance industry.

2
Adam K. Jones
CRD#: 5485098
1327 S. 800 E., Suite 100, Orem, UT 84097

Adam Jones (CRD# 5485098) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 11 years of experience in the finance industry.

3
Richard K. Jones
CRD#: 1047598
1327 S 800 E, Suite 100, Orem, UT 84097

Richard Jones (CRD# 1047598) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 39 years of experience in the finance industry. Richard Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Amy J. Marty
CRD#: 1595793
1327 S. 800 E. #100, Orem, UT 84097

Amy Marty (CRD# 1595793) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 27 years of experience in the finance industry.

5
Benjamin O. Pali
CRD#: 5518986
1327 South 800 East, Orem, UT 84097

Benjamin Pali (CRD# 5518986) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 12 years of experience in the finance industry.

6
Charles J. Unice
CRD#: 1433701
1327 South 800 East Suite 100, Orem, UT 84097

Charles Unice (CRD# 1433701) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 35 years of experience in the finance industry.

7
John L. Unice
CRD#: 868350
1327 S 800 E, Suite 100, Orem, UT 84097

John Unice (CRD# 868350) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 23 years of experience in the finance industry. John Unice has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Tyler B. Bernards
CRD#: 6515949
1327 South 800 East, Orem, UT 84097

Tyler Bernards (CRD# 6515949) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 5 years of experience in the finance industry.

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