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Nathan Leroy Rosell

THE Norden Group LLC

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About Nathan Leroy Rosell

Nathan Rosell is an Investment Advisor Representative with The Norden Group LLC, an investment advisory firm based in Provo, Utah. Nathan has been in the financial services industry since 2016 and has a broad range of experience working with individual investors, families, and businesses. Nathan holds the Series 6, 63, and 65 licenses as well as the SIE designation. Nathan is committed to providing his clients with personalized financial planning and investment advice. Nathan is also a Certified Financial Planner™.

Firm Information

Nathan Rosell 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Nathan Rosell’s Registration & Firm History

UT

01/03/2024 - Present

THE Norden Group LLC (PROVO UT)

UT

11/20/2017 - 04/16/2018

ALLEGIS INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)

UT

06/17/2016 - 01/12/2017

HORNOR, TOWNSEND & KENT, INC. (OREM UT)

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Licenses & Designations

IA

Issued 12/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Leroy Rosell.
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