Taylor John Floren
Investment adviser representative at Winter & Associates, Inc.
13 yearsExperience
2 statesRegistered in
$179.7MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Winter & Associates, Inc.Jan 2021 to now
- Cri SecuritiesJul 2020 to Dec 2020
- Minnesota Life Insurance CoJul 2020 to Dec 2020
- North Star Consultants and North Star BrokerageJul 2020 to Dec 2020
- Securian Financial Services IncJul 2020 to Dec 2020
- Winter & Associates Inc.Jul 2020 to Dec 2020
- Van Clemens & Co., Inc.Dec 2018 to Jul 2020
- Floren FarmsOct 2017 to Dec 2018
- Medline Industries Inc.May 2017 to Oct 2017
- B&d Striping and Parking Lot ServicesMay 2015 to May 2017
- Dicks Sporting GoodsNov 2014 to May 2017
- Augsburg CollegeSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Winter & Associates, Inc.
$179.7MAssets managed
208Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7011420
- Firm CRD
- 310349