Hendrickson Financial Services, LLC
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About
Hendrickson Financial Services, LLC provides discretionary asset management and financial planning primarily to individual clients and nonprofit organizations. The firm delivers ongoing portfolio management billed on a percentage-of-assets basis and offers hourly financial planning and consulting engagements.
The firm documents client objectives with an investment policy or risk-tolerance statement and applies a mix of fundamental and technical analysis when constructing portfolios; account reviews occur at least quarterly and clients receive custodial statements directly. Hendrickson accepts discretionary trading authority, may hire sub‑advisors to implement agreed-upon models, and uses Schwab Advisor Services for custody, trade execution, and related institutional services.
Compared with many supported firms, Hendrickson discloses past regulatory and civil matters involving a supervised person, including an arbitration award that was later settled, a FINRA suspension, and Chapter 7 bankruptcy filings that were discharged, all noted in the firm’s brochure. The firm also has atypical outside affiliations for a practice of its size: one or more supervised persons maintain insurance agent activities and another is registered with a separate registered investment adviser, and the firm regularly uses sub‑advisors to manage portions of client assets.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% annually $100,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$150 per hour for financial planning and consulting
Fee-only: Financial planning hourly fee of $150 per hour
Main office
See office135 Sims, Suite 211
Dickinson ND 58601
Advisors at this office
1
Offices (2)
Most active in
Montana · North Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jon H
Series 66
Dickinson, ND
Hendrickson Financial Services, LLC
Jon Hendrickson is a financial advisor with Hendrickson Financial Services, LLC in Dickinson, ND, holding a Series 66 designation and 26 years of industry experience. He has been the owner of Hendrickson Financial Services since 2016 and has operated as a sole proprietor since 2004. Outside of advising, he serves as a voluntary board member of the Community Action Partnership in Western North Dakota and manages beverage inventory for the Theodore Roosevelt Medora Foundation. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients. The firm employs individualized investment policy statements and risk-tolerance assessments, using both fundamental and technical analysis to construct and monitor portfolios.
John C
Series 66
Minot, ND
Hendrickson Financial Services, LLC
John Carlson is a financial advisor at Hendrickson Financial Services, LLC with 28 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Wealth Plus Of The Dakotas, Inc., Capital Financial Holdings, Inc., and Waddell & Reed. Carlson is also involved in fixed insurance sales as a licensed agent. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients and nonprofit organizations. The firm combines fundamental and technical analysis to construct portfolios, maintains quarterly account reviews, and employs Schwab Advisor Services for custody and trade execution.
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