Somerset Group LLC

Somerset Group LLC (CRD# 160282) is a financial advisory firm headquartered in Wayzata, MN. They manage $136,022,050 in 165 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $824,376
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 - 4 of 4 top financial advisors.
1
Ryan M. Peckskamp
CRD#: 5791061
15600 Wayzata Blvd, Suite 304, Wayzata, MN 55391
93
Wealthminder
score

Ryan Peckskamp (CRD# 5791061) is an Investment Advisor Representative working at Somerset Group LLC in Wayzata, MN and has over 6 years of experience in the finance industry.

2
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.

3
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.

4
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.

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