Cody Mendenhall, financial advisor Springfield MO
96 score

Cody Mendenhall

CRD Number: 5409073
Current Firm: Pension Consultants Inc.

Cody Mendenhall (CRD# 5409073) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 9 years of experience in the finance industry. Cody Mendenhall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pension Consultants, Inc. Springfield, MO May 2016 - Current < 1
Pension Consultants Inc. Springfield, MO Nov 2007 - Current 9
Pension Consultants, Inc. Springfield, MO Oct 2012 - May 2016 3
Securities Service Network Inc. Springfield, MO Aug 2007 - Nov 2015 8
Pension Consultants Inc. Springfield, MO Apr 2010 - Oct 2012 2
Pension Consultants Inc. Springfield, MO Jul 2007 - Apr 2010 2
Burrell Springfield, MO May 2002 - Jul 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Cody L. Mendenhall
Phone Number: 417.889.4918
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    259
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $23,502,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, IN, KS, KY, MO, NE, OK, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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