Advisor at The Norden Group LLC
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Firm
The Norden Group LLC
Location
Provo, UT 84604
Credentials
Series 66
Industry experience
14 years
Trent Johnson is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, DFPG Investments, TownSquare Capital, and Allegis Investment Services. Outside of finance, he serves as the director and head coach of a high school baseball program, overseeing games, practices, scheduling, and academics. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party managers across a broad investment universe that includes ETFs, mutual funds, and alternative investments.
Based on The Norden Group LLC
Based on The Norden Group LLC
Financial planning services fixed fee generally ranges between $0 to $75,000 (negotiable). Consulting services charged as fixed fee determined case-by-case.
0% to 2.50% annually (negotiable, varies by asset size, service complexity, and administration level)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate and in addition to advisory fees.
5255 N Edgewood Drive, Suite 225
Provo, UT 84604
Idaho · Utah
Capital Synergy Partners, Inc.
2024 - Present (2 years)
The Norden Group
2023 - Present (3 years)
DFPG Investments, INC
2019 - 2023 (4 years)
TownSquare Capital, LLC
2018 - 2023 (5 years)
Allegis Investment Services, LLC
2015 - 2019 (4 years)
Allegis Investment Advisors, LLC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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