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Arlene K

Wayzata, MN

Somerset Group LLC

Arlene Kielley is a financial advisor at Somerset Group LLC with 12 years of industry experience. She has been with Somerset Group since 2011. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts and discrete investment strategies. The firm’s investment approach combines security-specific research and technical analysis across multiple strategies, supported by a small advisory team and employee ownership.

Wealth management Active portfolio management Income planning
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Cynthia H

Series 65

Wayzata, MN

Somerset Group LLC

Cynthia Hansen is a financial advisor at Somerset Group LLC in Wayzata, MN, holding a Series 65 designation with five years of industry experience. She works alongside a small advisory team at the firm, which is employee-owned. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts. The firm’s investment approach combines security-specific research and technical analysis, employing strategies such as blended total-return core portfolios, ETF tactical asset allocation, dividend-growth equity, and structured fixed-income management.

Wealth management Active portfolio management Income planning
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