Colter A. Yde

THE NORDEN GROUP LLC

Idaho Falls, ID 83402

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CRD#: 6976140

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.

02/2019- PRESENT; THE NORDEN GROUP; FIXED LIFE AND ANNUITY AS WELL AS MARKETING NAME FOR ADVISORY 140 HRS PER MONTH 10/2017-PRESENT; FALLS PEST SERVICES; OWNER OPERATOR; OFFERING PEST CONTROL SERVICES; 50% INCOME 40 HRS PER MONTH, NON INVESTMENT RELATED PRESENT - THUNDER RIDGE HIGH SCHOOL; FOOTBALL COACH

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".

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)

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: 1/8/2019

Uniform Investment Adviser Law 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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Colter A. Yde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colter Alan Yde's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE NORDEN GROUP LLC

TOWNSQUARE CAPITAL, LLC

Primary Firm SEC Registration

THE NORDEN GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2019

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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