Somerset Group LLC

Somerset Group LLC (CRD# 160282) is a financial advisory firm headquartered in Wayzata, MN. They manage $145,620,804 in 168 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15600 Wayzata Blvd, Suite 304, Wayzata, MN 55391
http://www.somerset-group.com
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $866,791
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
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
Arlene Kielley, financial advisor Wayzata MN
Arlene J. Kielley
CRD#: 6012094
15600 Wayzata Blvd, Suite 304, Wayzata, MN 55391

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 Murphy, financial advisor Boca Grande FL
John M. Murphy
CRD#: 2240158
375 Park Avenue, Suite 1, Boca Grande, FL 33921

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 Toelle, financial advisor Boca Grande FL
Julie R. Toelle
CRD#: 6012096
375 Park Avenue, Suite 1, Boca Grande, FL 33921

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.

4
Cynthia Hansen, financial advisor Wayzata MN
Cynthia A. Hansen
CRD#: 7264402
15600 Wayzata Blvd, Suite 304, Wayzata, MN 55391

Cynthia Hansen (CRD# 7264402) is an Investment Advisor Representative working at Somerset Group LLC in Wayzata, MN and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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