Advisor at The Norden Group LLC
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Firm
The Norden Group LLC
Location
Provo, UT 84604
Credentials
Series 63, Series 66
Industry experience
14 years
Matthew Mendenhall is a financial advisor with The Norden Group LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at DFPG Investments, Townsquare Capital (Park Avenue Advisors), Allegis Investment Services, and Allegis Investment Advisers. He is also licensed to offer fixed life and annuity insurance products as part of his financial planning services. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily uses model portfolios and third-party money managers within a broad investment universe and combines discretionary portfolio management with insurance offerings and consulting services.
Based on The Norden Group LLC
Based on The Norden Group LLC
Financial planning services fixed fee generally ranges between $0 to $75,000 (negotiable). Consulting services charged as fixed fee determined case-by-case.
0% to 2.50% annually (negotiable, varies by asset size, service complexity, and administration level)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate and in addition to advisory fees.
5255 N Edgewood Drive, Suite 225
Provo, UT 84604
Idaho · Utah
The Norden Group
2023 - Present (3 years)
DFPG Investments, INC
2019 - 2023 (4 years)
Townsquare Capital, LLC d/b/a Park Avenue Advisors
2018 - 2023 (5 years)
Allegis Investment Services, Llc
2014 - 2019 (5 years)
Allegis Investment Advisers, LLC fka Bowengroup Advisors LLC
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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