Arlene
Kielley
Somerset Group LLC
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About this Advisor
Arlene Kielley is a financial advisor based in Wayzata, Minnesota, working with Somerset Group LLC. Arlene has previously held a position at Somerset Group LLC and is registered to provide services in Minnesota. Currently, Arlene is part of Somerset Group LLC, which operates out of Wayzata, Minnesota. The firm has one office and three employees. The firm manages assets totaling $145.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Somerset Group LLC includes asset-based fees.
Services Offered
Fee Structure
Office Location
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Somerset Group LLC Brokerage Details
$145,620,804
3
168
$866,790
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Arlene Kielley Work History
Somerset Group LLC
Disclosures
Please visit the SEC profile of Arlene Kielley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Somerset Group LLC
Wayzata, MN
Boca Grande, FL
Boca Grande, FL
Wayzata, MN
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