Nathaniel Eugene Evans
Investment adviser representative at Keeler Thomas Management LLC
10 yearsExperience
1 stateRegistered in
$305.5MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Keeler Thomas Management, LLCNov 2023 to now
- Osaic Wealth, IncNov 2023 to Dec 2024
- Zions BankAug 2022 to Oct 2023
- Sagepoint FinancialMar 2018 to Jul 2022
- Utah Valley UniversityAug 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
Keeler Thomas Management LLC
$305.5MAssets managed
132Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6902265
- Firm CRD
- 109522