Keeler Thomas Management LLC

Keeler Thomas Management LLC (CRD# 109522) is a financial advisory firm headquartered in Orem, UT. They manage $338,369,118 in 824 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    338
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $410,642
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, UT

Financial Advisors at Keeler Thomas Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
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 14 years of experience in the finance industry.

2
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 42 years of experience in the finance industry.

3
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 26 years of experience in the finance industry.

4
Logan T. Cawley
CRD#: 7806880
1327 South 800 East, Orem, UT 84097

Logan Cawley (CRD# 7806880) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.

5
Joshua P. Coombs
CRD#: 7675279
1327 South 800 East, Orem, UT 84097

Joshua Coombs (CRD# 7675279) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.

6
Kaige B. Korth
CRD#: 7634833
1327 South 800 East, Orem, UT 84097

Kaige Korth (CRD# 7634833) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.