Jill N. Floden

ELYSIUM WEALTH MANAGEMENT

SOUTH JORDAN, UT 84095

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CRD#: 4361451

Professional summary

Jill Naomi Floden is a registered financial advisor currently at ELYSIUM WEALTH MANAGEMENT, LLC located in South Jordan, Utah.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jill has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) ELYSIUM FINANCIAL SOLUTIONS, LLC. - CCO/COO - INSURANCE AGENCY - SOUTH JORDAN, UT - SINCE 01/2025 - INVESTMENT RELATED 2.) GUMC FOUNDATION - TREASURER - CHARITABLE BOARD MEMBER OR OFFICER - FERGUS FALL, MN - SINCE 05/2017 - NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Naomi Floden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2025 - Present

ELYSIUM WEALTH MANAGEMENT, LLC

Office #1: 1802 W South Jordan Parkway Suite 130, South Jordan, UT 84095

RIA

CRD#: 312068

SOUTH JORDAN, UT

Past

October 1, 2019 - April 25, 2024

EIDE BAILLY SECURITIES, LLC

CRD#: 112176

FARGO, ND

Past

September 29, 2015 - August 11, 2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

FARGO, ND

Past

March 27, 2015 - February 7, 2025

EIDE BAILLY ADVISORS, LLC

RIA

CRD#: 113564

Sioux Falls, SD

Past

January 16, 2015 - October 1, 2015

SECURITIES AMERICA, INC.

CRD#: 10205

FARGO, ND

Past

May 9, 2008 - January 28, 2015

DORN & CO., INC.

CRD#: 2950

FERGUS FALLS, MN

Past

January 1, 2008 - May 7, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MINNEAPOLIS, MN

Past

May 16, 2002 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

MINNEAPOLIS, MN

Past

April 25, 2001 - May 17, 2002

MILLER JOHNSON STEICHEN KINNARD, INC.

CRD#: 694

MINNEAPOLIS, MN

Past

April 9, 2001 - April 20, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 9, 2001 - April 20, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELYSIUM WEALTH MANAGEMENT, LLC

ELYSIUM WEALTH MANAGEMENT | SALT WEALTH PARTNERS | LIFT WEALTH MANAGEMENT, LLC | ELYSIUM WEALTH MANAGEMENT, LLC

CRD#: 312068 / SEC#: 801-129684

RIA

Registered Investment Advisory firm - (3/15/2024 Approved)

Texas

Registered Investment Advisory firm - (2/4/2025 Terminated)

Utah

Registered Investment Advisory firm - (2/4/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(2/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/23/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/11/2018

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/6/2011

General Securities Principal Examination

Current Firm

ELYSIUM WEALTH MANAGEMENT, LLC

ELYSIUM WEALTH MANAGEMENT | SALT WEALTH PARTNERS | LIFT WEALTH MANAGEMENT, LLC | ELYSIUM WEALTH MANAGEMENT, LLC

CRD#: 312068 / SEC#: 801-129684

RIA

Registered Investment Advisory firm - (3/15/2024 Approved)

Texas

Registered Investment Advisory firm - (2/4/2025 Terminated)

Utah

Registered Investment Advisory firm - (2/4/2025 Terminated)

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Contact information

Main Address

1802 W. South Jordan Parkway #130, South Jordan, UT 84095

Mailing Address

Phone number

(385) 276-4716

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A FIRM BROCHURE (10/20/2025)

Regulatory assets under management

Total Number of Accounts	906
AUM (Assets Under Management)	$ 159,175,815

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jill N. Floden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Naomi Floden's CRS (Customer Relationship Summary).

Certified licenses

Experience

EIDE BAILLY SECURITIES, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

EIDE BAILLY ADVISORS, LLC

SECURITIES AMERICA, INC.

DORN & CO., INC.

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

MILLER JOHNSON STEICHEN KINNARD, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ELYSIUM WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2015

Series 63

Date: 4/30/2001

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/6/2001

Series 53

Date: 12/11/2018

Series 24

Date: 12/6/2011

Current Firm

ELYSIUM WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELYSIUM WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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