Garen Winn is a registered investment advisor at The Norden Group LLC, based in Provo, UT, with 13 years of industry experience. Garen 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Garen sells non-variable insurance products (health, dental, vision, fixed annuities, supplemental health) and dedicates about 10-20% of his time to this, including time during securities trading hours. He is also a board member and owner of G Winn LC, a personal LLC for tax purposes, rental properties, and facilitating leasing of various machinery equipment, dedicating minimal time. Finally, Garen is an investment adviser representative at The Norden Group, spending about a quarter of his time there.
Employment History
Current Registrations
The Norden Group LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Oneamerica Securities, INC.
State Registrations1 state
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.