Advisor at The Norden Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Norden Group LLC
Location
Provo, UT 84604
Credentials
Series 65
Industry experience
5 years
Ahlin Hafen is a financial advisor at The Norden Group LLC in Salt Lake City, UT, holding a Series 65 license with five years of industry experience. Prior to joining The Norden Group, Ahlin worked at TownSquare Capital, LLC, and has experience in nonprofit and retail sectors. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily through discretionary portfolio management. The firm utilizes model portfolios and third-party money managers and offers a broad investment universe including ETFs, mutual funds, and alternative investments.
Based on The Norden Group LLC
Based on The Norden Group LLC
Financial planning services fixed fee generally ranges between $0 to $75,000 (negotiable). Consulting services charged as fixed fee determined case-by-case.
0% to 2.50% annually (negotiable, varies by asset size, service complexity, and administration level)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate and in addition to advisory fees.
5255 N Edgewood Drive, Suite 225
Provo, UT 84604
Utah
The Norden Group LLC
2023 - Present (3 years)
TownSquare Capital, LLC
2020 - 2023 (3 years)
The Norden Group
2020 - Present (6 years)
Jolleys Gift and Floral
2019 - 2020 (1 year)
UnEMPLOYED
2019 - 2019 (1 year)
Success in Education Foundation
2017 - 2019 (2 years)
Sunrun Inc
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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