Renn M. Olsen

THE NORDEN GROUP LLC

Salt Lake City, UT 84107

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CRD#: 5181407

Professional summary

Renn Michael Olsen, CFP®, who also goes by Renn M Olsen, is a registered financial advisor currently at THE NORDEN GROUP LLC located in Salt Lake City, Utah.

Renn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Renn has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Renn M Olsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT, 06/2010- SELLING FIXED LIFE INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCECOMPANIES. INV REL - 20 HR/YR 2)RSTS, LLC; Not investment related; Equipment Rentals; Manager; Manager; 12/1/2023; 11 hours/month; 1 hours/month during trading hours; Renting out equipment that is purchased and charging a daily rate.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renn Michael Olsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 15, 2023 - Present

THE NORDEN GROUP LLC

Office #1: 5295 Commerce Dr., Suite 175 Suite 1300, Salt Lake City, UT 84107

RIA

CRD#: 323988

Salt Lake City, UT

Past

December 7, 2018 - June 28, 2023

TOWNSQUARE CAPITAL, LLC

RIA

CRD#: 288576

Salt Lake City, UT

Past

April 29, 2015 - December 6, 2018

CREWE ADVISORS

RIA

CRD#: 173920

SALT LAKE CITY, UT

Past

January 13, 2009 - February 27, 2015

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

July 17, 2007 - December 16, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SOUTH JORDAN, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/31/2023)

IAR

Utah
(3/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/28/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/15/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2007

General Securities Representative Examination

Current Firm

THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

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Contact information

Main Address

5255 N Edgewood Drive Suite 225, Provo, UT 84604

Mailing Address

Phone number

(801) 331-5511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE NORDEN GROUP LLC ADV BROCHURE (7/15/2025)

Regulatory assets under management

Total Number of Accounts	3,913
AUM (Assets Under Management)	$ 1,739,496,789

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Renn M. Olsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renn Michael Olsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWNSQUARE CAPITAL, LLC

CREWE ADVISORS

GOLDMAN SACHS & CO. LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

THE NORDEN GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2015

Series 66

Date: 11/15/2007

SIE

Date: 2/27/2015

Series 7

Date: 7/16/2007

Current Firm

THE NORDEN GROUP LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE NORDEN GROUP LLC

TRUST BUT VERIFY

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