Nathan
Rosell
The Norden Group LLC
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About this Advisor
Nathan Rosell is a financial advisor based in Provo, Utah, working with The Norden Group LLC. Nathan has previously held positions at Penn Mutual Life Insurance Co, Utah Valley University, Kids On The Move, Hornor Townsend & Kent Inc, Allegis Investment Services, Allegis Investment Advisors, LLC, Cambridge Financial, Townsquare Capital, LLC, Portside Wealth Group, and The Norden Group. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Nathan 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
Nathan Rosell Work History
The Norden Group
Portside Wealth Group
Townsquare Capital, LLC
Allegis Investment Services
Allegis Investment Advisors, LLC
Cambridge Financial
Penn Mutual Life Insurance Co
Utah Valley University
Hornor Townsend & Kent Inc
Kids On The Move
Disclosures
Please visit the SEC profile of Nathan Rosell 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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