SM
CFP
SM
CFP

Seth Larson Merrill

13 Years of Experience
Sells Insurance
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 ActivitiesSells Insurance

Seth is a partner at The Norden Group since 2014, where he works full-time as an agent selling life insurance and annuities. He is also a board member of PLV, Inc, a personal LLC for tax purposes, since 2018.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Townsquare Capital, LLC
March 2018 - June 2023 · 5 yrs 3 mos
Allegis Investment Advisors, LLC
June 2014 - March 2018 · 3 yrs 9 mos
Oneamerica Securities, INC.
December 2011 - May 2014 · 2 yrs 5 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Seth Larson Merrill - Financial Advisor | TrueAdvisor