Seth Merrill, financial advisor Provo UT

Seth Merrill

CRD Number: 5893913
Current Firm: The Norden Group LLC

Seth Merrill (CRD# 5893913) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 12 years of experience in the finance industry. Seth Merrill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Norden Group LLC Provo, UT Mar 2023 - Current 1
Townsquare Capital, LLC Provo, UT Jan 2018 - Current 6
Norden Group Provo, UT Feb 2014 - Current 10
Allegis Investment Advisers, Llc Fka Bowengroup Advisors LLC Idaho Falls, ID Jun 2014 - Mar 2018 3
Oneamerica Securities Orem, UT Sep 2011 - Jun 2015 3
American United Life Orem, UT Jan 2011 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Seth L. Merrill
Phone Number: 801-331-5511
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    987
    MILLIONS
  • Total Number of Accounts
    2,546
    ACCOUNTS
  • Average Account Value
    $387,746
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, MT, NE, NV, NY, OR, TX, UT, WA, WY

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