Colter
Yde

The Norden Group LLC

CRD#6976140
Investment Advisor
in Provo, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Colter Yde is a financial advisor based in Provo, Utah, working with The Norden Group LLC. Colter has previously held positions at Townsquare Capital, Bander Investments, Fall Pest Services, Aptive Enviroment, Eco Shield, and The Norden Group. Colter has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Colter is part of The Norden Group LLC, which operates out of Provo, Utah. The firm has 4 offices and 21 employees. The firm manages assets totaling $987.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at The Norden Group LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5255 N Edgewood Drive Suite 225
Provo, UT 84604

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Norden Group LLC Brokerage Details

Total Assets Under Management

$987,200,768

UT Average: $693,624,108
Total Number of Employees

21

UT Average: 12
Total Number of Accounts

2,546

UT Average: 1,115
Average Account Size

$387,746

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Colter Yde Work History

2023 - Present (1 year)

The Norden Group

2019 - Present (5 years)

Townsquare Capital

2017 - Present (7 years)

Fall Pest Services

2018 - 2018 (< 1 year)

Bander Investments

2014 - 2017 (3 years)

Aptive Enviroment

2013 - 2014 (1 year)

Eco Shield

Disclosures

Please visit the SEC profile of Colter Yde 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 The Norden Group LLC

Tyson Wakley
Saint George, UT
Cody Hutchinson
Saint George, UT
Rachelle Morris
Provo, UT
Nathan Rosell
Provo, UT
Nathaniel Silva
Provo, UT
Brad Sorensen
Provo, UT
Colter Yde
Provo, UT
Ahlin Griffith
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started