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Kaylan Deven Andersen

Kaylan D. Andersen

NUWEALTH ADVISORS
ST. GEORGE, UT 84770
Some features on this profile are disabled
CRD#: 6447966
Kaylan Deven Andersen

Professional summary

Kaylan Deven Andersen, CFP®, ChFC®, who also goes by Kaylan Andersen, is a registered financial advisor currently at NUWEALTH ADVISORS, LLC located in St. George, Utah.

Kaylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kaylan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kaylan Andersen

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylan Deven Andersen's 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®
CFP®

Certified Financial Planner

Start date: 2020

ChFC®

Chartered Financial Consultant

Experience

Current

February 14, 2024 - Present

NUWEALTH ADVISORS, LLC

Office #1: 216 West St George Blvd. Suite 101, St. George, UT 84770
RIA
CRD#: 328411
ST. GEORGE, UT
Past

January 11, 2017 - March 29, 2024

PARKER ADVISORY GROUP, LLC

RIA
CRD#: 150946
ST. GEORGE, UT
Past

August 24, 2015 - January 10, 2017

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
ST GEORGE, UT
Past

March 2, 2015 - January 10, 2017

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
ST GEORGE, UT

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
Nevada
(1/3/2025)
IAR
Texas
(10/31/2024)
IAR
Utah
(2/14/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/23/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/2/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

NA
NUWEALTH ADVISORS, LLC
NUWEALTH ADVISORS, LLC

CRD#: 328411 / SEC#:

Nevada
Registered Investment Advisory firm - (1/3/2025 Approved)
Texas
Registered Investment Advisory firm - (10/25/2024 Conditional Restricted)
Utah
Registered Investment Advisory firm - (2/14/2024 Approved)
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Contact information

Main Address
216 West St George Blvd. Suite 101, St. George, UT 84770
Mailing Address
Phone number
(435) 215-4806
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts367
AUM (Assets Under Management)$ 26,207,262

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.

Company Information

NUWEALTH ADVISORS, LLC

CRD#: 328411St. George, UT 84770

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