Advisor at The Norden Group LLC
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Firm
The Norden Group LLC
Location
Provo, UT 84604
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Nathan Rosell is a CFP® professional with eight years of industry experience, currently serving at The Norden Group LLC since 2024. His prior experience includes roles at Portside Wealth Group, TownSquare Capital, and several other financial firms. Outside of his advisory work, Rosell owns a multi-line insurance brokerage and creates educational content on YouTube related to firearms and general skills through multiple channels. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party money managers, and integrates insurance offerings as part of its financial planning services.
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
2024 - Present (2 years)
Portside Wealth Group
2023 - 2023 (1 year)
TownSquare Capital, LLC
2018 - 2023 (5 years)
Allegis Investment Advisors, LLC
2017 - 2018 (1 year)
Allegis Investment Services
2017 - 2018 (1 year)
Cambridge Financial
2017 - 2017 (1 year)
Hornor Townsend & Kent Inc
2016 - 2017 (1 year)
Penn Mutual Life Insurance Co
2016 - 2017 (1 year)
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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