Tyson
Wakley

The Norden Group LLC

CRD#5908212
Investment Advisor
in Saint George, UT

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About this Advisor

Tyson Wakley is a financial advisor based in Saint George, Utah, working with The Norden Group LLC. Tyson has previously held positions at Allegis Investment Services, Allegis Investment Advisors, Townsquare Capital, LLC, and The Norden Group LLC. Tyson has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Tyson is part of The Norden Group LLC, which operates out of Saint George, 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

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

216 W St. George Boulevard Suite 101
Saint George, UT 84770

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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

Tyson Wakley Work History

2023 - Present (1 year)

The Norden Group LLC

2018 - Present (6 years)

Townsquare Capital, LLC

2014 - 2017 (3 years)

Allegis Investment Services

2014 - 2018 (4 years)

Allegis Investment Advisors

Disclosures

Please visit the SEC profile of Tyson Wakley 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
Rachelle Morris
Provo, UT
Cody Hutchinson
Saint George, UT
Brad Sorensen
Provo, UT
Nathaniel Silva
Provo, UT
Nathan Rosell
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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