Nathan
Rosell

The Norden Group LLC

CRD#6656676
Investment Advisor
in Provo, UT

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

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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

Nathan Rosell Work History

2023 - Present (2 years)

The Norden Group

2023 - 2023 (< 1 year)

Portside Wealth Group

2018 - 2023 (5 years)

Townsquare Capital, LLC

2017 - 2018 (1 year)

Allegis Investment Services

2017 - 2018 (1 year)

Allegis Investment Advisors, LLC

2017 - 2017 (< 1 year)

Cambridge Financial

2016 - 2017 (1 year)

Penn Mutual Life Insurance Co

2016 - 2016 (< 1 year)

Utah Valley University

2016 - 2017 (1 year)

Hornor Townsend & Kent Inc

2013 - 2015 (2 years)

Kids On The Move

Created with Highcharts 6.0.7

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

Cody Hutchinson
Saint George, UT
Rachelle Morris
Provo, UT
Tyson Wakley
Saint George, 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.

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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.

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