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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-17-2012
- Office Locations
- 2
Office Locations
About Somerset Group LLC
Somerset Group is a comprehensive wealth management firm serving individuals and families through all stages of wealth accumulation and preservation. The team provides investment advice, portfolio management, and financial planning, including retirement planning, tax strategies, insurance guidance, debt reduction, and employee benefit support. Portfolios emphasize risk-managed, individualized allocation and are implemented primarily with ETFs and public funds, with custody through Charles Schwab; offices in Minnesota and Florida.
Team overview
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Custodian
Investment Themes
Platform
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Technology
Owner & Executives
ARLENE JANE KIELLEY
Chief Compliance Officer, PORTFOLIO MANAGER, President
- CRD
- #6012094
- Ownership
- 75% or more
Cynthia Anne Hansen
EXECUTIVE VICE PRESIDENT, Financial Advisor
- CRD
- #7264402
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,625,818 | $904,508 |
| Non-Discretionary | $0 | -- |
| Total | $145,625,818 | $904,508 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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