Keystone Wealth Advisors

Keystone Wealth Advisors (CRD# 158234) is a financial advisory firm headquartered in Logan, UT. They manage $127,000,000 in 1,250 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    1,250
    ACCOUNTS
  • Average Account Value
    $101,600
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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.

ID, UT

Financial Advisors at Keystone Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Tyler Vanderbeek
CRD#: 5311989
595 S. Riverwoods Pkwy, Ste 170, Logan, UT 84321
103
Wealthminder
score

Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working fulltime, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial PlannerTM. This has allowed Tyler to pursue his career in helping people with greater expertise.

Tyler’s investing career began by learning the hard way, losing precious capital. He found a mentor to teach him how the markets work and the strategies began from there. He has extensive knowledge in developing strategies and also utilizing options.

Tyler enjoys spending time with his wife Laura and their two children. Tyler also enjoys snow skiing, mountain biking, photography, hiking, camping, and movie nights.

2
Jason R. Nelson
CRD#: 4250838
595 S. Riverwoods Pkwy, Ste 170, Logan, UT 84321
93
Wealthminder
score

Jason Nelson (CRD# 4250838) is an Investment Advisor Representative working at Keystone Wealth Advisors in Logan, UT and has over 16 years of experience in the finance industry.

3
James D. Vanderbeek
CRD#: 1485860
595 S. Riverwoods Pkwy, Ste 170, Logan, UT 84321
83
Wealthminder
score

James Vanderbeek (CRD# 1485860) is an Investment Advisor Representative working at Keystone Wealth Advisors in Logan, UT and has over 30 years of experience in the finance industry.

4
Gordon L. Nelson
CRD#: 2982767
595 S. Riverwoods Pkwy, Ste 170, Logan, UT 84321
68
Wealthminder
score

Gordon Nelson (CRD# 2982767) is an Investment Advisor Representative working at Keystone Wealth Advisors in Logan, UT and has over 18 years of experience in the finance industry.

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