Tyson Wakley (CRD# 5908212) is an Investment Advisor Representative working at The Norden Group LLC in Saint George, UT and has over 12 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Norden Group LLC | Provo, UT | Mar 2023 - Current | 1 |
| Townsquare Capital, LLC | Provo, UT | Jan 2018 - Current | 6 |
| Allegis Investment Advisors | So Jordan, UT | Jun 2014 - Mar 2018 | 3 |
| Allegis Investment Services | So Jordan, UT | Jun 2014 - Dec 2017 | 3 |
| Oneamerica Securities | Orem, UT | Apr 2011 - May 2014 | 3 |
| American United Life | Orem, UT | Dec 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- UT
-
Total Assets Under Management987MILLIONS
-
Total Number of Accounts2,546ACCOUNTS
-
Average Account Value$387,746
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, GA, ID, MT, NE, NV, NY, OR, TX, UT, WA, WY
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