Blue Barn Wealth
43yrs
Top advisor by experience in Orem
8yrs
Nathaniel Evans
Full name on record: Nathaniel Eugene Evans
Financial advisor at Keeler Thomas Management
Nathaniel Evans has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Orem, Utah. Nathaniel has been with Keeler Thomas Management since 2024; before that, Nathaniel spent less than a year at Osaic Services. Keeler Thomas Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 130 advisors with offices in Orem, and one of 122 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1327 South 800 East, Orem, UT 84097
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.29 million
Advisors at the firm5
States licensed ?1 state
Services through Keeler Thomas Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowKeeler Thomas Management LLCCurrent firm
- 2018 – 2022Keeler Thomas Management LLCPreviously
- Jun 2018 – Sep 2018Osaic Services, Inc.Previously
Questions to ask Nathaniel
Tailored to Nathaniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathaniel
How do I contact Nathaniel?
Call Keeler Thomas Management at 801-226-0800 and ask for Nathaniel Evans. Nathaniel works from the Orem, UT office.
How long has Nathaniel been a financial advisor?
Nathaniel has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Nathaniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathaniel a fiduciary?
Nathaniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathaniel paid?
Keeler Thomas Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nathaniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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