Unclaimed Profile

Cody Lee Mendenhall

PENSION CONSULTANTS INC·SPRINGFIELD, Missouri

SIE, Series 7, Series 66Clean record18 years registeredPENSION CONSULTANTS INC

300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO 65806CRD# 5409073Firm CRD# 113914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cody Lee Mendenhall · SPRINGFIELD, MO

Registration

CRD #5409073 · PENSION CONSULTANTS INC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PENSION CONSULTANTS INC

PENSION CONSULTANTS INC

Nov 2007 – Jan 2025

SPRINGFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 29, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSION CONSULTANTS INC

CRD 113914 · SEC 801-56704

AUM

$4.4B

Regulatory assets under management

Employees

141 client accounts

Services offered by PENSION CONSULTANTS INC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at PENSION CONSULTANTS INC →

Introduction

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Frequently Asked Questions

What services does Cody Lee Mendenhall offer?

Cody Lee Mendenhall specializes in Investment Management.

What are Cody Lee Mendenhall's credentials?

Cody Lee Mendenhall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cody Lee Mendenhall located?

Cody Lee Mendenhall is based in SPRINGFIELD, Missouri, last registered with PENSION CONSULTANTS INC.

How does Cody Lee Mendenhall charge for services?

Cody Lee Mendenhall's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSION CONSULTANTS INC?

PENSION CONSULTANTS INC has approximately 20 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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