Kaylan Deven Andersen
CFP®, ChFC®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kaylan Andersen
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
NUWEALTH ADVISORS, LLC
Contact Information
Main Address
216 West St George Blvd. Suite 101, St. George, UT 84770Phone Number
(435) 215-4806# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
268AUM (Assets Under Management)
$31,500,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/3/2025)
(10/31/2024)
(2/14/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2015About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kaylan Deven Andersen's CRS (Customer Relationship Summary).
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