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. Their firm serves 340 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Crown Haven Wealth Management does not directly manage your investments. Instead, they recommend third-party investment advisors (TPIAs) who will manage your money. Crown Haven shares in the fees you pay to the TPIA. The total fees charged by the TPIA, including the portion shared with Crown Haven, will not exceed 3% of the value of your portfolio per year.
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.