NK
NK

Nathan Granville Kesling

5 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
3 advisors
Number of Clients
340 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

11495 N Pennsylvania St., #201, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
August 2022 - Present · 3 yrs 6 mos
Aegis Wealth Management, INC.
October 2020 - Present · 5 yrs 4 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Nathan Granville Kesling - Financial Advisor | TrueAdvisor