Taylor
Floren
Winter & Associates, Inc
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About this Advisor
Taylor Floren is a financial advisor operating in Saint Paul, Minnesota with a total of 2 years of relevant experience. Floren currently works for Winter & Associates, Inc. Floren has gained experience at Augsburg College, Dicks Sporting Goods, Medline Industries Inc, Wanamingo Schools, Securian Financial Services Inc, Cri Securities, Minnesota Life Insurance Co, Winter & Associates Inc, Floren Farms, Van Clemens & Co., Inc, B&D Striping And Parking Lot Services, North Star Consultants And North Star Brokerage and Winter & Associates, Inc. Floren has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Winter & Associates, Inc is a firm headquartered in Saint Paul, MN. It administers $98 million in total assets among its 468 client accounts, placing it among the smaller firms in the United States by assets under management. Of its 468 accounts, just 11% are held by high-net-worth clients who have greater than $1 million in investable assets. Winter & Associates, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of financial services provided. However, fee types billed by Winter & Associates, Inc likely are comprised of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Winter & Associates, Inc Brokerage Details
$98,383,960
4
468
$210,222
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Taylor Floren Work History
Taylor has been registered as a financial advisor for 2 years.*
Winter & Associates, Inc
Securian Financial Services Inc
Cri Securities
Minnesota Life Insurance Co
Winter & Associates Inc
North Star Consultants And North Star Brokerage
Van Clemens & Co., Inc
Medline Industries Inc
Floren Farms
Medline Industries Inc
B&D Striping And Parking Lot Services
Dicks Sporting Goods
Augsburg College
Wanamingo Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Taylor Floren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Winter & Associates, Inc
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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