Nathaniel Eugene Evans

Employer firm

Keeler Thomas Management LLC CRD 109522

$306M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 10/2023
  Zions Bank
  Salt Lake City, UT
• 08/2016 → 01/2018
  Utah Valley University
  Orem, UT
• 03/2018 → 07/2022
  Sagepoint Financial
  Orem, UT
• 11/2023 → 12/2024
  Osaic Wealth, Inc
  Orem, UT
• 01/2024 → Present
  Keeler Thomas Management Llc
  Orem, UT
• 11/2023 → 01/2024
  Keeler Thomas Management, Llc
  Orem, UT

Previous Registrations

• 2018-09-05 → 2022-07-28
  Keeler Thomas Management Llc
  Orem, UT
• 2018-06-26 → 2018-09-05
  Osaic Services, Inc.
  Orem, UT

Other Businesses

1)UTAH VALLEY UNIVERSITY POSITION: Adjunct Instructor NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2018 ADDRESS: 800 W University Pkwy, Orem UT 84058, United States DESCRIPTION: I am reviewing with students the series 7 curriculum and SIE material. I am teaching the basic features of equities, bonds, options, municipal securities, and other material covered in the Series 7 exam. Purely Instructional 2)KEELER THOMAS MANAGEMENT LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/1/2023 ADDRESS: 1327 S 800 E, Orem UT 84097, United States DESCRIPTION: Support Financial Advisors by completing client service related tasks, compliance, and back office related duties. 3) KEELER THOMAS MANAGEMENT LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/15/2018 ADDRESS: 1327 S 800 E, Orem UT 84097, United States DESCRIPTION: I conduct investment and market analysis

Exams

• S66 Uniform Combined State Law Examination
  2018-06-25