Colter Yde
Advisor at The Norden Group LLC
Updated today
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
Idaho Falls, ID 83402
Credentials
Series 65
Industry experience
7 years
About
Colter Yde is a financial advisor at The Norden Group LLC with seven years of industry experience. He holds a Series 65 designation and has worked at TownSquare Capital and Bander Investments prior to joining The Norden Group. Outside of financial advising, Yde is involved with Fall Pest Services, a business he has been associated with since 2017. 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 on a discretionary basis. The firm implements model portfolios and third-party money managers, offering a broad investment universe and incorporating insurance products as part of its financial planning services.
Client services
Based on The Norden Group LLC
Financial planning
Portfolio management
Educational seminars or workshops
General consulting services
Expertise
Based on The Norden Group LLC
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Annuities
Fee options
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.
Location
591 Park Avenue
Idaho Falls, ID 83402
Most active in
Colter Y has reported serving >5 clients in these states in the last 12 months.
Idaho
Work history
The Norden Group
2023 - Present (3 years)
TownSquare Capital
2019 - Present (7 years)
Bander Investments
2018 - 2018 (1 year)
Fall Pest Services
2017 - Present (9 years)
Aptive Environment
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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