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Garen Tanner Winn

THE Norden Group LLC

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About Garen Tanner Winn

Garen Tanner Winn is a financial advisor with The Norden Group LLC. Garen has been in the financial services industry since 2008. Garen is registered as an Investment Adviser Representative with the state of Utah. Garen has a Series 6, Series 63 and Series 65 license. Garen specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Previously, Garen was employed by ONEAMERICA SECURITIES, INC. and MML INVESTORS SERVICES, LLC. Garen provides advisory services to individuals, corporations, and other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Garen Winn is currently registered with THE Norden Group LLC. THE Norden Group LLC is an investment advisor registered with the SEC. The firm provides advisory services to individuals, corporations, and other entities, including portfolio management, financial planning, and educational seminars. Based in Provo, Utah, the firm has approximately $1.74 billion in assets under management.
THE Norden Group LLC

5255 N EDGEWOOD DRIVE

PROVO, UT 84604

$1.74B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Garen Winn’s Registration & Firm History

UT

03/15/2023 - Present

THE Norden Group LLC (PROVO UT)

UT

04/11/2011 - 05/08/2014

ONEAMERICA SECURITIES, INC. (OREM UT)

UT

10/29/2008 - 03/02/2011

MML INVESTORS SERVICES, LLC (AMERICAN FORK UT)

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Licenses & Designations

IA

Issued 09/20/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garen Tanner Winn.
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