Kaylan D. Andersen

NUWEALTH ADVISORS

ST. GEORGE, UT 84770

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CRD#: 6447966

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.

1) Allegis Advisor Group. Agent. 10235 S Jordan Gateway Suite 420, South Jordan, UT 84095. January 2017. Insurance sales. Hours per month varies/as needed. Insurance sales and services for multiple carriers. 2) SelectHealth, Inc., Investment Related: No, Address: 5381 Green St, Murray, UT 84123, Nature of the business: Health Insurance, Position/Title/Relationship: Individual health insurance broker Start date of relationship: 02/2016, # hrs/month devoted to the business: 8 # hrs devoted during trading hours: 0, Duties relating to the business: Help clients enroll in health insurance plans. 3). Anderson Financial LLC - Investment Related-No. DBA Name Anderson Financial LL- Position: Proprietor/Owner. Address: 2451 W. Chardonnay Lane, St. George UT 84770. Start date: 01/19/2016. Nature of Activity: Pass through entity for insurance commission and IAR fees. Approx Hrs per mth: Less than 10hrs. Approx trading hrs per mth:less than 10hrs. Duties: general maintenance of LLC.

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

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)

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: 8/20/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/23/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/2/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	367
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.

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Kaylan D. Andersen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylan Deven Andersen's CRS (Customer Relationship Summary).

Certified licenses

Experience

NUWEALTH ADVISORS, LLC

PARKER ADVISORY GROUP, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2015

Series 63

Date: 3/23/2015

SIE

Date: 1/10/2017

Series 6

Date: 3/2/2015

Current Firm

NUWEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NUWEALTH ADVISORS, LLC

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