Unclaimed Profile

Renn Michael Olsen

THE NORDEN GROUP LLC·PROVO, Utah

SIE, Series 7, Series 65, Series 66Clean record11 years registeredTHE NORDEN GROUP LLC

5255 N EDGEWOOD DRIVE, PROVO, UT 84604CRD# 5181407Firm CRD# 323988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Renn Michael Olsen · PROVO, UT

Registration

CRD #5181407 · THE NORDEN GROUP LLC · 11 years registered

Brand Profile

Not yet started

Career History

THE NORDEN GROUP LLC

Mar 2023 – present

TOWNSQUARE CAPITAL, LLC

Dec 2018 – Jun 2023

Salt Lake City, UT

CREWE ADVISORS

Apr 2015 – Dec 2018

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · April 29, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE NORDEN GROUP LLC

CRD 323988 · SEC 801-127137

AUM

$987M

Regulatory assets under management

Employees

2,546 client accounts

Services offered by THE NORDEN GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE NORDEN GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Renn Michael Olsen offer?

Renn Michael Olsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVO, Utah for a consultation.

What are Renn Michael Olsen's credentials?

Renn Michael Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Renn Michael Olsen located?

Renn Michael Olsen is based in PROVO, Utah, working with THE NORDEN GROUP LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does Renn Michael Olsen charge for services?

Renn Michael Olsen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE NORDEN GROUP LLC?

THE NORDEN GROUP LLC has approximately 21 employees and manages $987M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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