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Cameron G
Series 65
Carmel, IN
Crown Haven Wealth Management
Cameron Gardner is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential and with approximately one year of industry experience. His prior roles include positions at Aegis Wealth Management, Capital Financial Advisory Group, and several insurance firms. Gardner is also an insurance agent, dedicating significant time to that business alongside his advisory role. Crown Haven Wealth Management serves primarily individual clients by referring them to third-party investment advisers rather than managing assets directly. The firm evaluates and monitors these third-party managers to align with clients’ financial goals and risk tolerance, and it operates with a notable emphasis on insurance services integrated with its advisory offerings.
Nathan K
Series 65
Carmel, IN
Crown Haven Wealth Management
Nathan Kesling is a financial advisor at Crown Haven Wealth Management in Carmel, Indiana, holding a Series 65 license with six years of industry experience. He has worked at Crown Haven in various capacities since 2019 and previously held roles at Aegis Wealth Management and Indiana Farm Bureau Insurance. Kesling is also licensed as a life, accident, and health insurance agent. Crown Haven Wealth Management serves approximately 394 individual households by referring clients to third-party registered investment advisers rather than directly managing assets. The firm focuses on selecting and monitoring external investment managers to align with clients’ financial goals and risk profiles, combining advisory services with licensed insurance offerings.
Casey M
Series 65
Carmel, IN
Crown Haven Wealth Management
Casey Marx is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential with one year of industry experience. In addition to his advisory role, he manages a business technology company, Pine Cone II LLC, providing oversight and management. Crown Haven Wealth Management serves primarily individual clients by evaluating and recommending third-party investment advisers tailored to clients’ financial situations and risk tolerances, without directly managing client assets or executing trades.
Gordon C
Series 66
Carmel, IN
Crown Haven Wealth Management
Gordon Campbell is a financial advisor with Crown Haven Wealth Management in Carmel, IN, holding a Series 66 designation and 11 years of industry experience. He has worked with several firms, including Aegis Wealth Management and Lifemark Securities, and has been associated with Crown Haven in various capacities since 2016. Additionally, he is involved with Crown Haven Wealth Advisors as an independent insurance agent specializing in life and annuity products. Crown Haven Wealth Management provides financial advisory services primarily to individual clients, referring them to third-party registered investment advisers rather than managing assets directly. The firm focuses on evaluating and recommending investment advisers that align with clients' financial goals and risk tolerance, while monitoring those advisers and their reporting.
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