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Kylee Marie Adamson

The Norden Group LLC

Provo, UT

CRD 7259915

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Employer firm

The Norden Group LLC CRD 323988

$1.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • GENERAL CONSULTING SERVICES

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

Current Employers
The Norden Group Llc

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-03-15
  • UT RA
    APPROVED
    Since 2023-03-15

Branch Locations

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Norden Group Provo UT 01/2019 03/2023
Townsquare Capital Provo UT 05/2020 06/2023
Amara Spa Orem UT 07/2015 09/2021
The Norden Group Llc Provo UT 03/2023 Present
  • 01/2019 → 03/2023
    The Norden Group
    Provo, UT
  • 05/2020 → 06/2023
    Townsquare Capital
    Provo, UT
  • 07/2015 → 09/2021
    Amara Spa
    Orem, UT
  • 03/2023 → Present
    Provo, UT
Previous Registrations
Other Businesses

1. Kylee Nelson LLC (cosmetology); Not investment related business; 560 W 800 N Orem, UT 84057; Cosmetology; Stylist & owner;7/11/2020; 25 hours/month; 0 hours during trading .

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-03
  • S65 Uniform Investment Adviser Law Examination
    2020-09-03
Designations
  • Certified Financial Planner
Other Names
  • Kylee Marie Nelson

View on SEC IAPD

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