AdvisorOS Directory
Claim Profile
AK

Arlene Jane Kielley

SOMERSET GROUP LLC·WAYZATA, Minnesota
Unclaimed Profile
15600 WAYZATA BLVD, WAYZATA, MN 55391CRD# 6012094Firm CRD# 160282
01

About

Arlene Jane Kielley is a registered financial advisor based in WAYZATA, Minnesota, affiliated with SOMERSET GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOMERSET GROUP LLC
SOMERSET GROUP LLC
AUM
$146M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOMERSET GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6012094
Firm CRD# 160282
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAYZATA?

Browse all registered financial advisors in WAYZATA, Minnesota or claim this profile if it's yours.

Browse WAYZATA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Arlene Jane Kielley offer?
Arlene Jane Kielley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYZATA, Minnesota for a consultation.
What are Arlene Jane Kielley's credentials?
Arlene Jane Kielley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arlene Jane Kielley located?
Arlene Jane Kielley is based in WAYZATA, Minnesota, working with SOMERSET GROUP LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.
How does Arlene Jane Kielley charge for services?
Arlene Jane Kielley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOMERSET GROUP LLC?
SOMERSET GROUP LLC has approximately 3 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WAYZATA
Andrew Macdonald Hunter — HUNTER KEITH INDUSTRIES, INC.Donald Alan Warner — NEW ERA FINANCIAL ADVISORS, INCDavid Bernard Van Benschoten — ASYMMETRIC CAPITAL MANAGEMENT, LLC.Jeffrey Steven Drobny — GARDA CAPITAL PARTNERS LPDavid Ryan Cragg — NORTH LOOP CAPITAL MANAGEMENT, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile