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Matthew Kip Mendenhall

THE Norden Group LLC

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About Matthew Kip Mendenhall

Matthew Kip Mendenhall is an investment advisor representative with The Norden Group LLC, registered in Idaho and Utah. Matthew holds the Series 7, Series 63, and Series 66 licenses, along with the SIE exam. Matthew has experience with DFPG Investments, LLC, Allegis Investment Services, LLC, and Signator Financial Services, Inc. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, and general consulting services.

Firm Information

Matthew Mendenhall is currently registered with THE Norden Group LLC. THE Norden Group LLC is an investment advisor registered with the SEC. The firm provides advisory services to individuals, corporations, and other entities, including portfolio management, financial planning, and educational seminars. Based in Provo, Utah, the firm has approximately $1.74 billion in assets under management.
THE Norden Group LLC

5255 N EDGEWOOD DRIVE

PROVO, UT 84604

$1.74B

Assets Under Management

Not reported

Total Clients

18

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting 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.

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fixed fees

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

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percentage of assets

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

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Matthew Mendenhall’s Registration & Firm History

UT

05/12/2023 - Present

THE Norden Group LLC (PROVO UT)

ID

02/28/2019 - 05/17/2023

DFPG INVESTMENTS, LLC (IDAHO FALLS ID)

ID

06/10/2014 - 03/28/2019

ALLEGIS INVESTMENT SERVICES, LLC (IDAHO FALLS ID)

ID

04/20/2011 - 05/30/2014

SIGNATOR FINANCIAL SERVICES, INC. (IDAHO FALLS ID)

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Licenses & Designations

BOTH

Issued 06/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Kip Mendenhall.
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