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Tyson Lance Wakley

THE Norden Group LLC

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About Tyson Lance Wakley

Tyson Lance Wakley is an Investment Advisor Representative with The Norden Group LLC. Tyson has been working in the financial industry since 2011. Tyson has a Series 6, Series 63, and Series 65 licenses. Tyson is registered with the state of Utah and has been since 2011. Tyson is also a board member of BETHEBESTU LLC. Tyson previously worked at OneAmerica Securities, Inc. and Allegis Investment Services, LLC.

Firm Information

Tyson Wakley 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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Tyson Wakley’s Registration & Firm History

UT

03/15/2023 - Present

THE Norden Group LLC (St George UT)

UT

06/10/2014 - 12/31/2017

ALLEGIS INVESTMENT SERVICES, LLC (Orem UT)

UT

04/19/2011 - 05/08/2014

ONEAMERICA SECURITIES, INC. (OREM UT)

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Licenses & Designations

IA

Issued 07/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyson Lance Wakley.
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