RO
CFP
RO
CFP

Renn Michael Olsen

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

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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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Renn is an independent insurance agent selling fixed life insurance products since 2010, dedicating minimal time to this activity. Renn also manages RSTS, LLC, an equipment rental business, spending a few hours per week on this venture.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Townsquare Capital, LLC
December 2018 - June 2023 · 4 yrs 6 mos
Crewe Advisors
April 2015 - December 2018 · 3 yrs 8 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Renn Michael Olsen - Financial Advisor | TrueAdvisor