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Matthew K. Mendenhall

THE NORDEN GROUP
Idaho Falls, ID 83402
CRD#: 5903915
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MM
Matthew Kip MendenhallTHE NORDEN GROUP

Professional summary

Matthew Kip Mendenhall, who also goes by Kip Mendenhall, is a registered financial advisor currently at THE NORDEN GROUP LLC located in Idaho Falls, Idaho.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kip Mendenhall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Kip Mendenhall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 11, 2023 - Present

THE NORDEN GROUP LLC

Office #1: 591 Park Avenue Suite 302, Idaho Falls, ID 83402
RIA
CRD#: 323988
Idaho Falls, ID
Past

February 28, 2019 - May 17, 2023

DFPG INVESTMENTS, LLC

BD
CRD#: 155576
IDAHO FALLS, ID
Past

March 1, 2018 - June 28, 2023

TOWNSQUARE CAPITAL, LLC

RIA
CRD#: 288576
IDAHO FALLS, ID
Past

June 10, 2014 - March 28, 2019

ALLEGIS INVESTMENT SERVICES, LLC

BD
CRD#: 168557
IDAHO FALLS, ID
Past

August 3, 2011 - March 26, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 157314
IDAHO FALLS, ID
Past

June 27, 2011 - February 9, 2012

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
IDAHO FALLS, ID
Past

April 20, 2011 - May 30, 2014

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
IDAHO FALLS, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TN
THE NORDEN GROUP LLC
THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA
Registered Investment Advisory firm - (1/5/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(5/11/2023)
IAR
Utah
(5/12/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/24/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/16/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2011
General Securities Representative Examination

Current Firm

TN
THE NORDEN GROUP LLC
THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA
Registered Investment Advisory firm - (1/5/2023 Approved)
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Contact information

Main Address
5255 N Edgewood Drive Suite 225, Provo, UT 84604
Mailing Address
Phone number
(801) 331-5511
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE NORDEN GROUP LLC ADV BROCHURE (2/2/2026)

Regulatory assets under management

Total Number of Accounts4,220
AUM (Assets Under Management)$ 1,967,944,101

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE NORDEN GROUP LLC

CRD#: 323988Idaho Falls, ID 83402

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