A complete list of active advisors currently associated with Hendrickson Financial Services, LLC
Warmer can help you find a great advisor at Hendrickson Financial Services, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hendrickson Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Minot, ND
| 27
| |
Dickinson, ND
| 26
|
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