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Member, President and Chief Compliance Officer, Portfolio Manager · Somerset Group LLC

Arlene J. Kielley

CRD 6012094 · Named on Form ADV at one SEC-registered adviser

At a glance

Somerset Group LLC, an SEC-registered wealth manager based in Wayzata, MN with $146 million in regulatory assets, lists Arlene J. Kielley on its Form ADV as Member, President and Chief Compliance Officer, Portfolio Manager, a control person.

Firms and roles

  • Somerset Group LLCMember, President and Chief Compliance Officer, Portfolio ManagerWealth manager · Wayzata, MN · $146M in regulatory assets

AtlasMembers

Arlene’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Arlene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.