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Shane Allen Jensen

THE Norden Group LLC

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About Shane Allen Jensen

Shane Jensen is a financial advisor with The Norden Group LLC, a firm with offices in Provo and St. George, Utah. Shane has been in the financial services industry since 2000 and has experience in financial planning, investment management, and insurance. Shane also has experience working with charitable organizations, pension and profit-sharing plans, corporations, and individuals. Shane is a Chartered Financial Consultant and holds the Series 6, 63, and 65 licenses. Shane's expertise is in helping clients develop personalized financial plans that meet their specific needs and goals.

Firm Information

Shane Jensen 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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Shane Jensen’s Registration & Firm History

UT

03/15/2023 - Present

THE Norden Group LLC (PROVO UT)

UT

02/28/2019 - 04/11/2023

DFPG INVESTMENTS, LLC (ST. GEORGE UT)

UT

10/29/2014 - 03/28/2019

ALLEGIS INVESTMENT SERVICES, LLC (St. George UT)

UT

03/16/2012 - 11/06/2014

CETERA ADVISOR NETWORKS LLC (ST GEORGE UT)

UT

10/04/2011 - 03/15/2012

ALLSTATE FINANCIAL SERVICES, LLC (ST GEORGE UT)

UT

11/10/2009 - 10/13/2011

ONEAMERICA SECURITIES, INC. (SAINT GEORGE UT)

UT

07/20/2007 - 10/30/2009

BENEFICIAL INVESTMENT SERVICES, INC. (SAINT GEORGE UT)

UT

07/18/2000 - 08/10/2007

EQUITY SERVICES, INC. (ST. GEORGE UT)

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Licenses & Designations

IA

Issued 05/06/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Allen Jensen.
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