Somerset Group LLC

Somerset Group LLC (CRD# 160282) is a financial advisory firm headquartered in Wayzata, MN. They manage $136,635,860 in 181 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $754,894
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MN

Financial Advisors at Somerset Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Arlene J. Kielley
CRD#: 6012094
15600 Wayzata Blvd, Suite 304, Wayzata, MN 55391
87
Wealthminder
score

Arlene Kielley (CRD# 6012094) is an Investment Advisor Representative working at Somerset Group LLC in Wayzata, MN and has 1 year of experience in the finance industry.

2
John M. Murphy
CRD#: 2240158
375 Park Avenue, Suite 1, Boca Grande, FL 33921
87
Wealthminder
score

John Murphy (CRD# 2240158) is an Investment Advisor Representative working at Somerset Group LLC in Boca Grande, FL and has 1 year of experience in the finance industry.

3
Julie R. Toelle
CRD#: 6012096
375 Park Avenue, Suite 1, Boca Grande, FL 33921
87
Wealthminder
score

Julie Toelle (CRD# 6012096) is an Investment Advisor Representative working at Somerset Group LLC in Boca Grande, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.