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Ahlin Hafen

5 Years of Experience

Ahlin Hafen is a registered investment advisor at The Norden Group LLC, based in Salt Lake City, UT, with 5 years of industry experience. Ahlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,531 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,531 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.0B

Fee Structure

TNG offers portfolio management services with fees ranging from 0% to 2.50% annually, depending on the amount you invest, the complexity of services, and the level of administration. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The fee is negotiable and may be lower if TNG combines account values of family members living in the same household. TNG may use sub-advisers to manage a portion of your account.

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Location

5295 Commerce Dr., Suite 175, Salt Lake City, UT, 84107

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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

Ahlin works as an investment adviser representative at The Norden Group in Provo, Utah. This takes about a quarter of his time.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Townsquare Capital, LLC
November 2020 - June 2023 · 2 yrs 7 mos
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ahlin Hafen - Financial Advisor | TrueAdvisor