Wendy Liljenquist

THE NORDEN GROUP LLC

Idaho Falls, ID

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CRD#: 8007515

Professional summary

Wendy Liljenquist, who also goes by Wendy M. Turley, is a registered financial advisor currently at THE NORDEN GROUP LLC located in Idaho Falls, Idaho.

Wendy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Wendy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wendy M. Turley

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.

1) Cedar Falls Property Management; No; Residence; Rental of units/housing/properties; Owner; Owner; 01/2013; 5 hours/ month; 5 hours/ month during securities trading hours; Duties include typical landlord functions, finding tenants, collecting rent, etc. 2) Liljenquist Orthopedic Surgery; No; 2210 Coronado St., Idaho Falls, ID 83404; Practice Manager Consultant; Practice Manager Consultant; 01/2007; 2 hours/ month; 2 hours/ month during securities trading hours; Consultant for business as it relates to: purchases, hires, benefits, policies, services offered, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wendy Liljenquist'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

January 7, 2025 - Present

THE NORDEN GROUP LLC

Office #2: 5295 S. Commerce Dr. Ste 175, Salt Lake City, UT 84107

RIA

CRD#: 323988

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".

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

Utah
(1/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2024

Uniform Investment Adviser Law Examination

Current Firm

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

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 (7/15/2025)

Regulatory assets under management

Total Number of Accounts	3,913
AUM (Assets Under Management)	$ 1,739,496,789

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.

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Wendy Liljenquist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wendy Liljenquist's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE NORDEN GROUP LLC

Primary Firm SEC Registration

THE NORDEN GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2024

Current Firm

THE NORDEN GROUP LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE NORDEN GROUP LLC

TRUST BUT VERIFY

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