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Kaylan A
CFP®, ChFC®, Series 63, Series 65
St. George, UT
NuWealth Advisors, LLC
Kaylan Andersen is a CFP® and ChFC® with 11 years of industry experience, currently serving as the sole advisor at NuWealth Advisors, LLC. Prior to joining NuWealth in 2023, Kaylan held roles at Parker Advisory Group, SelectHealth, and Hornor Townsend & Kent, among others. Outside of financial advising, Kaylan works as an individual health insurance broker. NuWealth Advisors provides financial planning and discretionary asset management primarily for individual and some corporate clients, utilizing SEI’s model portfolios for portfolio management. The firm manages a large client base relative to its size and does not offer proprietary investment strategies, instead relying on SEI’s asset management programs.
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