Trent L. Johnson

THE NORDEN GROUP

Idaho Falls, ID 83402

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CRD#: 5987317

Professional summary

Trent Lewis Johnson is a registered financial advisor currently at THE NORDEN GROUP LLC located in Idaho Falls, Idaho and CAPITAL SYNERGY PARTNERS located in Idaho Falls, Idaho.

Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Trent has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Lewis Johnson'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®

None

Experience

Current

May 11, 2023 - Present

THE NORDEN GROUP LLC

Office #1: 591 Park Avenue Suite 302, Idaho Falls, ID 83402

RIA

CRD#: 323988

Idaho Falls, ID

Current

March 21, 2024 - Present

CAPITAL SYNERGY PARTNERS

Office #1: 591 Park Avenue, Suite 302, Idaho Falls, ID 83402

RIA

CRD#: 148733

Idaho Falls, ID

Past

February 28, 2019 - May 17, 2023

DFPG INVESTMENTS, LLC

CRD#: 155576

IDAHO FALLS, ID

Past

March 2, 2018 - June 28, 2023

TOWNSQUARE CAPITAL, LLC

RIA

CRD#: 288576

IDAHO FALLS, ID

Past

October 21, 2015 - March 26, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

IDAHO FALLS, ID

Past

October 20, 2015 - March 28, 2019

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

IDAHO FALLS, ID

Past

December 16, 2011 - October 21, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

SALT LAKE CITY, UT

Past

November 7, 2011 - October 21, 2015

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

SALT LAKE CITY, 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/21/2024)

IAR

Idaho
(5/11/2023)

Idaho
(3/21/2024)

Nebraska
(9/18/2024)

IAR

Utah
(5/11/2023)

Utah
(3/21/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/22/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2011

General Securities Representative Examination

SRO Registrations

FINRA

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 (2/2/2026)

Regulatory assets under management

Total Number of Accounts	4,220
AUM (Assets Under Management)	$ 1,967,944,101

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

Trent L. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Lewis Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL SYNERGY PARTNERS

DFPG INVESTMENTS, LLC

TOWNSQUARE CAPITAL, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

THE NORDEN GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2011

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2011

FINRA

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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