Kaylan Deven Andersen

Employer firm

Nuwealth Advisors, LLC CRD 328411

$31.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 11/2023
  Silverstone Group Real Estate
  St. George, UT
• 03/2015 → 01/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 01/2015 → 01/2017
  Penn Mutual Life Ins Co
  Horsham, PA
• 08/2015 → 01/2017
  Hornor Townsend & Kent Inc
  St George, UT
• 02/2016 → Present
  Selecthealth, Inc.
  St. Murray, UT
• 01/2017 → Present
  Parker Advisory Group, Llc
  St George, UT
• 08/2023 → Present
  Nuwealth Advisors, Llc
  St George, UT

Previous Registrations

• 2017-01-11 → 2024-03-29
  Parker Advisory Group, Llc
  St. George, UT
  St. George, UT
• 2015-08-24 → 2017-01-10
  Hornor, Townsend & Kent, Llc
  St George, UT

Other Businesses

1) Allegis Advisor Group. Agent. 10235 S Jordan Gateway Suite 420, South Jordan, UT 84095. January 2017. Insurance sales. Hours per month varies/as needed. Insurance sales and services for multiple carriers. 2) SelectHealth, Inc., Investment Related: No, Address: 5381 Green St, Murray, UT 84123, Nature of the business: Health Insurance, Position/Title/Relationship: Individual health insurance broker Start date of relationship: 02/2016, # hrs/month devoted to the business: 8 # hrs devoted during trading hours: 0, Duties relating to the business: Help clients enroll in health insurance plans. 3). Anderson Financial LLC - Investment Related-No. DBA Name Anderson Financial LL- Position: Proprietor/Owner. Address: 2451 W. Chardonnay Lane, St. George UT 84770. Start date: 01/19/2016. Nature of Activity: Pass through entity for insurance commission and IAR fees. Approx Hrs per mth: Less than 10hrs. Approx trading hrs per mth:less than 10hrs. Duties: general maintenance of LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-20
• S63 Uniform Securities Agent State Law Examination
  2015-03-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kaylan Andersen