NK
Nathan G. Kesling
AEGIS WEALTH MANAGEMENT
Carmel, IN 46032
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CRD#: 7292118
NK
Professional summary
Nathan Granville Kesling is a registered financial advisor currently at AEGIS WEALTH MANAGEMENT, INC. located in Carmel, Indiana and CROWN HAVEN WEALTH MANAGEMENT located in Carmel, Indiana.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nathan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Life, Accident, and Health Insurance Agent, investment related, Start Date 11-08-2019, approximately 60 hours per month with all hours during securities trading hours, sale of insurance products 2.) Crown Haven Wealth Management; Investment Related; Carmel, IN; RIA; IAR; Start Date 06/2019; Approximately 160 hours/month devoted to this business with 160 hours/month devoted during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Granville Kesling's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 13, 2020 - Present
AEGIS WEALTH MANAGEMENT, INC.
Office #1: 11495 N Pennsylvania St. #201, Carmel, IN 46032RIA
CRD#: 301990
Carmel, IN
Current
August 25, 2022 - Present
CROWN HAVEN WEALTH MANAGEMENT
Office #1: 11555 N. Meridian St. Suite 560, Carmel, IN 46032RIA
CRD#: 306691
Carmel, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
Registered Investment Advisory firm - (8/13/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(10/13/2020)
Current Firm
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
Registered Investment Advisory firm - (8/13/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
317 State Street, Guthrie Center, IA 50115
Mailing Address
Phone number
(833) 483-8383
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,538 |
| AUM (Assets Under Management) | $ 175,971,164 |
Red Flags
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