Network·Family Office

Keeler Thomas Management LLC

Unclaimed

📍 OREM, UT

Family Officefinancial serviceshealthcareconsumerindustrials
www.keelerthomas.com

SEC CRD #801-100354

About

Home - Keeler Thomas Management Skip to main content Hit enter to search or ESC to close Close Search search Menu Attain What Matters Most Learn About Us Speak with an Advisor Our financial lives are best compared to an experience-rich passage linking three integrated shared journeys… Meaningful Prosperity Guiding you to discovering true prosperity by connecting values and experiences with meaningful life goals. Retirement Transition Wellness and choice as you transition out of your career or business. Legacy Pathway Expanding your journey to embrace your children and the generations yet to come. Separate the Signal from the Noise Gamification | 4.25.26 Read Now Creatures and machines | 4.11.26 Read Now Uncertainty and Peace | 4.4.26 Read Now View All Financial Planning The challenges of making ends meet can be daunting especially with a record number of Baby Boomers entering their retirement years. Investment Management The Keeler Thomas portfolio management program defines the objectives to meet the plan objectives and identifies each step needed to take to reach the goals. KTM Family Legacy Pathways Learn why less than 10% of families “make it” and successfully plan their legacy. For over 40 years Keeler Thomas has been dedicated to helping people make sense of their opportunities and prepare for each stage of their financial life. Discover what's most important through a complimentary consultation today. Let's Meet Important Disclosures FINRA BrokerCheck 2026 Keeler Thoma

Key Contact

MY

MICHELE YOUNG

CLIENT SERVICES ADMINISTRATOR

📞 (801) 226-0800

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Geographic Focus

utunited stateswestmidwest

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AUM

$306M

Location

OREM, UT

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