Nathan Kesling
Nathan Kesling is a registered investment advisor at Crown Haven Wealth Management, based in Carmel, IN, with 5 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 394 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Crown Haven does not directly manage assets or charge direct AUM fees. Fees are charged by recommended third-party investment advisers, and Crown Haven shares in a portion of those fees. The total combined fee will not exceed 3.0% annually.
Fee Estimator
Location
11495 N Pennsylvania St., #201, Carmel, IN, 46032
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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 ActivitiesSells Insurance
Nathan is a licensed life, accident, and health insurance agent since 2019, dedicating approximately 60 hours per month to selling insurance products. Nathan also works as an investment advisor representative (IAR) for Crown Haven Wealth Management, spending nearly full-time on this role.
Employment History
Current Registrations
Crown Haven Wealth Management
Aegis Wealth Management, 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.
Exams
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