Nathan L. Rosell

THE NORDEN GROUP LLC

Provo, UT 84604

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CRD#: 6656676

Professional summary

Nathan Leroy Rosell, CFP® is a registered financial advisor currently at THE NORDEN GROUP LLC located in Provo, Utah.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathan has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 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) INSURANCE AGENT; NATHAN ROSELL- OWNER; START DT: 5/2/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: FIXED INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS 2) Agoge Game Academy; website online, training courses less than 1% of time, non investment related. Content creation on Youtube platform, nothing related to investments. 3) Bullet Basics: Youtube online channel, non investment related, offering education on firearms. Less than 1% of time. Content creation on Youtube platform, nothing related to investments. 4) One Skill Closer; Youtube online channel, non investment related, Less than 1% of time. Content creation on Youtube platform, nothing related to investments.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Leroy Rosell'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 3, 2024 - Present

THE NORDEN GROUP LLC

Office #1: 5255 N Edgewood Drive Suite 225, Provo, UT 84604

RIA

CRD#: 323988

Provo, UT

Past

April 17, 2023 - December 31, 2023

PORTSIDE WEALTH GROUP, LLC

RIA

CRD#: 325175

Pleasant Grove, UT

Past

April 9, 2018 - June 13, 2023

TOWNSQUARE CAPITAL, LLC

RIA

CRD#: 288576

Pleasant Grove, UT

Past

December 18, 2017 - May 4, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

South Jordan, UT

Past

November 20, 2017 - April 16, 2018

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

SOUTH JORDAN, UT

Past

June 17, 2016 - January 12, 2017

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

OREM, UT

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".

THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

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
(1/3/2024)

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: 12/14/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/28/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/17/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

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Contact information

Main Address

5255 N Edgewood Drive Suite 225, Provo, UT 84604

Mailing Address

Phone number

(801) 331-5511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE NORDEN GROUP LLC ADV BROCHURE (7/15/2025)

Regulatory assets under management

Total Number of Accounts	3,913
AUM (Assets Under Management)	$ 1,739,496,789

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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Advisor Monitoring

Firm Stability Insights

Nathan L. Rosell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Leroy Rosell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTSIDE WEALTH GROUP, LLC

TOWNSQUARE CAPITAL, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

THE NORDEN GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2017

Series 63

Date: 6/28/2016

SIE

Date: 4/16/2018

Series 6

Date: 6/17/2016

Current Firm

THE NORDEN GROUP LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE NORDEN GROUP LLC

TRUST BUT VERIFY

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