1327 South 800 East, Orem, UT, 84097
Get directionsNo 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 →Nathaniel is an adjunct instructor at Utah Valley University, teaching securities topics, dedicating about 10-20% of his time. He also works full-time as a registered assistant at Keeler Thomas Management LLC, where he supports financial advisors and conducts investment analysis.