Kylee
Nelson
The Norden Group LLC
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About this Advisor
Kylee Nelson is a financial advisor based in Provo, Utah, working with The Norden Group LLC. Kylee has previously held positions at The Norden Group, Townsquare Capital, Amara Spa, The Seville, and The Norden Group LLC. Kylee has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Kylee 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
Services Offered
Fee Structure
Office Location
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The Norden Group LLC Brokerage Details
$987,200,768
21
2,546
$387,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Kylee Nelson Work History
The Norden Group LLC
Townsquare Capital
The Norden Group
Amara Spa
The Seville
Disclosures
Please visit the SEC profile of Kylee Nelson 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
Saint George, UT
Provo, UT
Saint George, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Salt Lake City, UT
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