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Nathan Granville Kesling

Crown Haven Wealth Management

Carmel, IN

Aegis Wealth Management, Inc.

Carmel, IN

Guthrie Center, IA

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Current Employers
Crown Haven Wealth Management

11555 N. Meridian St. Suite 560, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-08-25
  • IN RA
    APPROVED
    Since 2022-08-25

Branch Locations

11555 N. Meridian St. Suite 560, Carmel, IN 46032 • United States

Aegis Wealth Management, Inc.

317 State Street, Guthrie Center, IA 50115 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-10-13
  • IN RA
    APPROVED
    Since 2020-10-13

Branch Locations

11495 N Pennsylvania St. #201, Carmel, IN 46032 • United States

317 State Street, Guthrie Center, IA 50115 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowe's Companies, Inc. Avon IN 05/2015 09/2016
Butler University Indianapolis IN 08/2015 05/2019
Cheddar's Scratch Kitchen Avon IN 05/2017 08/2017
Indiana Farm Bureau Insurance Indianapolis IN 05/2018 04/2019
Crown Haven Wealth Advisors Carmel IN 09/2021 06/2022
Aegis Wealth Management, Inc. Guthrie Center IA 10/2020 08/2022
Crown Haven Wealth Management Carmel IN 06/2022 Present
Crown Haven Wealth Management Carmel IN 06/2019 09/2020
  • 05/2015 → 09/2016
    Lowe's Companies, Inc.
    Avon, IN
  • 08/2015 → 05/2019
    Butler University
    Indianapolis, IN
  • 05/2017 → 08/2017
    Cheddar's Scratch Kitchen
    Avon, IN
  • 05/2018 → 04/2019
    Indiana Farm Bureau Insurance
    Indianapolis, IN
  • 09/2021 → 06/2022
    Crown Haven Wealth Advisors
    Carmel, IN
  • 10/2020 → 08/2022
    Aegis Wealth Management, Inc.
    Guthrie Center, IA
  • 06/2022 → Present
    Crown Haven Wealth Management
    Carmel, IN
  • 06/2019 → 09/2020
    Crown Haven Wealth Management
    Carmel, IN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-28
  • S65 Uniform Investment Adviser Law Examination
    2020-09-28

View on SEC IAPD

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LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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