Invested Better
Unclaimed

Unclaimed

Unclaimed

Colter Alan Yde

THE Norden Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Colter? Claim Your Profile

About Colter Alan Yde

Colter Alan Yde is an investment advisor representative registered with the state of Idaho and has been in the financial services industry since 2017. He holds a Series 65 license and is currently employed by The Norden Group LLC. Colter Alan Yde has previous employment experience at TownSquare Capital, Bander Investments, Falls Pest Services, Aptive Environment, and The Norden Group. Colter Alan Yde specializes in providing financial planning, portfolio management, and general consulting services for individuals, businesses, corporations, and charitable organizations.

Firm Information

Colter Yde is currently registered with THE Norden Group LLC. THE Norden Group LLC is an investment advisor registered with the SEC. The firm provides advisory services to individuals, corporations, and other entities, including portfolio management, financial planning, and educational seminars. Based in Provo, Utah, the firm has approximately $1.74 billion in assets under management.
THE Norden Group LLC

5255 N EDGEWOOD DRIVE

PROVO, UT 84604

$1.74B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Colter Yde’s Registration & Firm History

UT

05/11/2023 - Present

THE Norden Group LLC (PROVO UT)

Not sure if Colter Alan Yde is right for you?

Licenses & Designations

IA

Issued 01/08/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colter Alan Yde.
Not sure if Colter Alan Yde is right for you?