Unclaimed
Wendy Liljenquist is a registered investment advisor representative with The Norden Group LLC. Wendy has been in the industry since 2013 and holds a Series 65 license. Wendy specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Wendy is also a consultant for Liljenquist Orthopedic Surgery and a property manager for Cedar Falls Property Management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
01/07/2025 - Present
THE Norden Group LLC (PROVO UT)
Active
Inactive
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