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James M

Series 65

Algonquin, IL

Hendricks Wealth and Estate Management

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

General retirement planning Income planning Equity compensation tax strategy Business Financial Management
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Sean H

Series 65, Series 66

Algonquin, IL

Hendricks Wealth and Estate Management

Sean Hendricks is a financial advisor at Hendricks Wealth and Estate Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and is also a licensed attorney in Illinois, operating Hendricks Law Office separately from his advisory work. His prior experience includes roles at Hero Investment Planners LLC and Foote, Meyers, Mielke & Flowers, LLC. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, managing approximately $536 million in assets. The firm offers discretionary asset management and financial planning, utilizing a multi-asset allocation strategy supported by fundamental, technical, and cyclical analysis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Daniel L

Series 65

Algonquin, IL

Hendricks Wealth and Estate Management

Daniel Leitner is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Commerce Partners, LLC, Miller Commons, LLC, Rose Plaza Partners, Haill 911, and Uline. Outside of advisory work, Leitner is involved with AgTechLogic, a precision spray agriculture technology company, where he serves as a creditor and warrant holder. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-asset allocation approach with discretionary asset management, combining fundamental, technical, and cyclical analysis along with mutual fund and ETF due diligence.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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