GW
GW

Garen Tanner Winn

13 Years of Experience
1 DisclosureSells 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 (1)
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Customer Dispute
September 2015
Closed-No Action
Other 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
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Townsquare Capital, LLC
March 2018 - June 2023 · 5 yrs 3 mos
Allegis Investment Advisors, LLC
June 2014 - March 2018 · 3 yrs 9 mos
Oneamerica Securities, INC.
September 2012 - May 2014 · 1 yr 8 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.