BC
BC

Brent Cochran

32 Years of Experience
Sells Insurance

Brent Cochran is a registered investment advisor at The Norden Group LLC, based in Provo, UT, with 32 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,531 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,531 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.0B

Fee Structure

TNG offers portfolio management services with fees ranging from 0% to 2.50% annually, depending on the amount you invest, the complexity of services, and the level of administration. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The fee is negotiable and may be lower if TNG combines account values of family members living in the same household. TNG may use sub-advisers to manage a portion of your account.

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Location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brent is an independent insurance agent selling fixed life insurance products since 2008, dedicating minimal time to this activity. He also owns KBC Ventures (equipment leasing) and KBC Good Deeds LLC (real estate purchases), spending a few hours per week on each.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Townsquare Capital, LLC
January 2019 - June 2023 · 4 yrs 5 mos
Crewe Advisors
October 2016 - January 2019 · 2 yrs 3 mos
Cambridge Investment Research, INC.Broker
September 2006 - October 2016 · 10 yrs 1 mo
Cambridge Investment Research Advisors, INC.
September 2006 - October 2016 · 10 yrs 1 mo
First Western AdvisorsBroker
February 2003 - October 2006 · 3 yrs 8 mos
First Western Advisors
February 2003 - October 2006 · 3 yrs 8 mos
Goldman, Sachs & CO.Broker
October 2000 - January 2003 · 2 yrs 3 mos
First Western AdvisorsBroker
February 1998 - October 2000 · 2 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
October 1996 - February 1998 · 1 yr 4 mos
Northwestern Mutual Investment Services, INC.Broker
July 1996 - February 1998 · 1 yr 7 mos
J.P. Morgan Securities INC.Broker
November 1994 - December 1995 · 1 yr 1 mo
Kidder, Peabody & CO. IncorporatedBroker
July 1993 - October 1994 · 1 yr 3 mos
State Registrations2 states
TXUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.