Arlene Kielley
Somerset Group · Wayzata, Minnesota
Arlene Kielley is a fee-only financial advisor at Somerset Group in Wayzata, Minnesota. Somerset Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Somerset Group |
|---|---|
| Based in | Wayzata, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $145.6M across 161 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6012094 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.somerset-group.com |
How Arlene's firm compares
- Somerset Group's average account is about $905,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Arlene
Is Arlene Kielley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Arlene holds no broker registration, and Somerset Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Arlene charge for financial advice?
Arlene's firm, Somerset Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Arlene Kielley based?
Arlene Kielley is based in Wayzata, Minnesota.
Is Arlene Kielley registered with the SEC?
Yes. Arlene Kielley is registered as an investment adviser representative in MN (CRD 6012094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Somerset Group manage?
Somerset Group reports $145.6M across 161 accounts in assets under management.
How do I contact Arlene Kielley?
Through Arlene's website, www.somerset-group.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wayzata
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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