KA
CFP
KA
CFP

Kylee Marie Adamson

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

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Location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kylee works as an Investment Adviser Representative with The Norden Group, dedicating about a quarter of her time. She also owns and works as a stylist at Kylee Nelson LLC (cosmetology), spending about 10-20% of her time on this non-investment related business.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Townsquare Capital, LLC
September 2020 - June 2023 · 2 yrs 9 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.