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RIA / WealthAdvisorCertified Financial Planner17 years in industry

CASEY MARK MONSEN

Advisor at KEELER THOMAS MANAGEMENT LLC

OREM, UT | LOGAN, UT | VERNAL, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:813fea11-6803-9003-dd7e-bf7bc9743ad6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Jul 13, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Casey Mark Monsen

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEELER THOMAS MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 18, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 18, 2008
First registration: Jul 13, 2009
Dual registered: no
Other names: CASEY MONSON
IAPD individual key: 5594984

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEELER THOMAS MANAGEMENT LLC	Independent wealth	Mar 5, 2026	n/a	yes	VERNAL, UT\|OREM, UT	Current employment
ANDINA ADVISORS	Independent wealth	Jan 11, 2019	n/a	yes	VERNAL, UT\|LOGAN, UT	Current employment
ANDINA ADVISORS	Independent wealth	Feb 27, 2014	Dec 31, 2018	no	LOGAN, UT\|VERNAL, UT	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Oct 12, 2009	Feb 25, 2014	no	NAMPA, ID\|LOGAN, UT\|VERNAL, UT	Previous registration
INSPHERE SECURITIES, INC.	n/a	Jul 13, 2009	Oct 2, 2009	no	LOGAN, UT\|BOISE, ID	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ONEAMERICA SECURITIES, INC.	ANDINA ADVISORS	Feb 25, 2014	Feb 27, 2014	2	Firm change	Other
INSPHERE SECURITIES, INC.	ONEAMERICA SECURITIES, INC.	Oct 2, 2009	Oct 12, 2009	10	Firm change	Other

Relationships

Registered with (4)

→ KEELER THOMAS MANAGEMENT LLCRegistered adviserregistration: current employment
Mar 5, 2026 to presentfactForm ADV
→ ANDINA ADVISORSRegistered adviserregistration: previous registration
Feb 27, 2014 to Dec 31, 2018factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Oct 12, 2009 to Feb 25, 2014factForm ADV
→ INSPHERE SECURITIES, INC.Registered adviserregistration: previous registration
Jul 13, 2009 to Oct 2, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:813fea11-6803-9003-dd7e-bf7bc9743ad6
First observed: Jul 13, 2009
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CASEY MARK MONSEN

Advisor at KEELER THOMAS MANAGEMENT LLC

OREM, UT | LOGAN, UT | VERNAL, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:813fea11-6803-9003-dd7e-bf7bc9743ad6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

KEELER THOMAS MANAGEMENT LLC

Independent wealth

Mar 5, 2026

n/a

yes

VERNAL, UT|OREM, UT

Current employment

ANDINA ADVISORS

Independent wealth

Jan 11, 2019

n/a

yes

VERNAL, UT|LOGAN, UT

Current employment

ANDINA ADVISORS

Independent wealth

Feb 27, 2014

Dec 31, 2018

LOGAN, UT|VERNAL, UT

Previous registration

ONEAMERICA SECURITIES, INC.

Bd affiliated wealth

Oct 12, 2009

Feb 25, 2014

NAMPA, ID|LOGAN, UT|VERNAL, UT

Previous registration

INSPHERE SECURITIES, INC.

n/a

Jul 13, 2009

Oct 2, 2009

LOGAN, UT|BOISE, ID

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ONEAMERICA SECURITIES, INC.

ANDINA ADVISORS

Feb 25, 2014

Feb 27, 2014

Firm change

Other

INSPHERE SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

Oct 2, 2009

Oct 12, 2009

Firm change

Other