linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cody Lee Mendenhall

Pension Consultants Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cody? Claim Your Profile

About Cody Lee Mendenhall

Cody Mendenhall is a registered Investment Advisor Representative with Pension Consultants Inc. in Springfield, Missouri. Cody has been in the industry since 2007 and holds the Series 7 and Series 66 licenses. Cody has been employed by Pension Consultants Inc since 2007. Cody specializes in providing consulting and plan participant guidance services. Cody Mendenhall is a Certified Financial Planner.

Firm Information

Cody Mendenhall is currently registered with Pension Consultants Inc.. Pension Consultants Inc. is a Springfield, MO-based investment advisor registered with the SEC. They specialize in providing pension consulting and guidance services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They also offer educational seminars and publish periodicals. The firm manages approximately $4.92 billion in assets under management.
Pension Consultants Inc.

300 SOUTH CAMPBELL AVE.

SPRINGFIELD, MO 65806

$4.92B

Assets Under Management

5

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting; plan participant guidance services

Consulting; plan participant guidance services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

A percentage of assets under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cody Mendenhall’s Registration & Firm History

MO

11/29/2007 - Present

Pension Consultants Inc. (SPRINGFIELD MO)

MO

09/06/2007 - 11/02/2015

SECURITIES SERVICE NETWORK, INC. (SPRINGFIELD MO)

Not sure if Cody Lee Mendenhall is right for you?

Licenses & Designations

BOTH

Issued 10/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cody Lee Mendenhall.
Not sure if Cody Lee Mendenhall is right for you?