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CY

Colter A. Yde

THE NORDEN GROUP
Idaho Falls, ID 83402
Some features on this profile are disabled
CRD#: 6976140
CY

Professional summary

Colter Alan Yde, who also goes by Colter Yde, is a registered financial advisor currently at THE NORDEN GROUP LLC located in Idaho Falls, Idaho.

Colter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Colter has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Colter Yde

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 Colter Alan Yde'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

May 11, 2023 - Present

THE NORDEN GROUP LLC

Office #1: 591 Park Avenue Suite 302, Idaho Falls, ID 83402
RIA
CRD#: 323988
Idaho Falls, ID
Past

January 29, 2019 - June 28, 2023

TOWNSQUARE CAPITAL, LLC

RIA
CRD#: 288576
Idaho Falls, ID

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".
TN
THE NORDEN GROUP LLC
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
Idaho
(5/11/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2019
Uniform Investment Adviser Law Examination

Current Firm

TN
THE NORDEN GROUP LLC
THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA
Registered Investment Advisory firm - (1/5/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
30

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE NORDEN GROUP LLC ADV BROCHURE (2/2/2026)

Regulatory assets under management

Total Number of Accounts4,220
AUM (Assets Under Management)$ 1,967,944,101

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

THE NORDEN GROUP LLC

CRD#: 323988Idaho Falls, ID 83402

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