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Matthew Kip Mendenhall

The Norden Group LLC

Provo, UT

Idaho Falls, ID

CRD 5903915

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Employer firm

The Norden Group LLC CRD 323988

$1.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
The Norden Group Llc

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-05-12
ID RA APPROVED 2023-05-11
  • UT RA
    APPROVED
    Since 2023-05-12
  • ID RA
    APPROVED
    Since 2023-05-11

Branch Locations

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

591 Park Avenue Suite 302, Idaho Falls, ID 83402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allegis Investment Advisers, Llc Fka Bowengroup Advisors Llc Idaho Falls ID 06/2011 03/2018
Allegis Investment Services, Llc Idaho Falls ID 06/2014 02/2019
Townsquare Capital, Llc D/B/A Park Avenue Advisors Provo UT 02/2018 06/2023
Dfpg Investments, Inc Sandy UT 02/2019 05/2023
The Norden Group Provo UT 04/2023 Present
  • 06/2011 → 03/2018
    Allegis Investment Advisers, Llc Fka Bowengroup Advisors Llc
    Idaho Falls, ID
  • 06/2014 → 02/2019
    Allegis Investment Services, Llc
    Idaho Falls, ID
  • 02/2018 → 06/2023
    Townsquare Capital, Llc D/B/A Park Avenue Advisors
    Provo, UT
  • 02/2019 → 05/2023
    Dfpg Investments, Inc
    Sandy, UT
  • 04/2023 → Present
    The Norden Group
    Provo, UT
Previous Registrations
  • 2018-03-01 → 2023-06-28
    Idaho Falls, ID
    Lehi, UT
  • 2011-08-03 → 2018-03-26
    Allegis Investment Advisors, Llc
    Bountiful, UT
    Idaho Falls, ID
  • 2011-06-27 → 2012-02-09
    Signator Financial Services, Inc.
    Bellevue, WA
    Bountiful, UT
    Idaho Falls, ID
Other Businesses

1. Strong Financial Roots; Investment Related; Idaho Falls, ID; Insurance; Self; 120 hrs; Fixed Life & Annuities 2. Park Avenue Advisors; Investment Related; Idaho Falls, ID; Insurance; Agent; 1/2019; 10% during business hours; Offer Life Insurance and annuities as part of comprehensive financial planning.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-24
S63 Uniform Securities Agent State Law Examination 2011-06-16
  • S66 Uniform Combined State Law Examination
    2011-06-24
  • S63 Uniform Securities Agent State Law Examination
    2011-06-16
Other Names
  • Kip Mendenhall

View on SEC IAPD

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