Casey Monsen is a CFP-designated registered investment advisor at Keeler Thomas Management LLC, based in Vernal, UT, with 16 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 295 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee will not exceed 1.75% annually. Fee is negotiable.
Fee Estimator
Location
617 N Vernal Ave, Suite 4, Vernal, UT, 84078
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Casey is the owner and bookkeeper of Ace Bookkeeping. This activity is not investment-related.
Employment History
Current Registrations
Keeler Thomas Management LLC
Andina Family Offices
Previous Registrations
Andina Family Offices
Oneamerica Securities, INC.
Beneficial Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.