Taylor Floren (CRD# 7011420) is an Investment Advisor Representative working at Winter & Associates, Inc. in Saint Paul, MN and has over 4 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winter & Associates, Inc. | Saint Paul, MN | Jan 2021 - Current | 3 |
| Securian Financial Services Inc. | St. Paul, MN | Jul 2020 - Dec 2020 | < 1 |
| Cri Securities | St. Paul, MN | Jul 2020 - Dec 2020 | < 1 |
| Minnesota Life Insurance Co | St. Paul, MN | Jul 2020 - Dec 2020 | < 1 |
| Winter & Associates Inc. | St. Paul, MN | Jul 2020 - Dec 2020 | < 1 |
| North Star Consultants And North Star Brokerage | Minneapolis, MN | Jul 2020 - Dec 2020 | < 1 |
| Van Clemens & Company, Inc. | Minneapolis, MN | Dec 2018 - Jul 2020 | 1 |
| Floren Farms | Kenyon, MN | Oct 2017 - Dec 2018 | 1 |
| Medline Industries Inc. | Northfield, IL | May 2017 - Oct 2017 | < 1 |
| B&d Striping And Parking Lot Services | Inver Grove Heights, MN | May 2015 - May 2017 | 2 |
| Dicks Sporting Goods | Roseville, MN | Nov 2014 - May 2017 | 2 |
| Augsburg College | Minneapolis, MN | Sep 2013 - May 2017 | 3 |
| Medline Industries Inc. | Mundelein, IL | May 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- MN
- TX
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts199ACCOUNTS
-
Average Account Value$584,015
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, MN, TX
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