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Matthew Kip Mendenhall

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

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Location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is involved with Strong Financial Roots and Park Avenue Advisors, both investment-related and offering insurance products. He dedicates about 75% of his time to Strong Financial Roots and about 10% of his time during business hours to Park Avenue Advisors, offering life insurance and annuities as part of financial planning.

Employment History
Current Registrations
The Norden Group LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Dfpg Investments, LLCBroker
February 2019 - May 2023 · 4 yrs 3 mos
Townsquare Capital, LLC
March 2018 - June 2023 · 5 yrs 3 mos
Allegis Investment Services, LLCBroker
June 2014 - March 2019 · 4 yrs 9 mos
Allegis Investment Advisors, LLC
August 2011 - March 2018 · 6 yrs 7 mos
Symetra Investment Services, INC.
June 2011 - February 2012 · 8 mos
Signator Financial Services, INC.Broker
April 2011 - May 2014 · 3 yrs 1 mo
State Registrations2 states
IDUT
Advisor
Exams
No exam information available for this advisor.