Minot, ND Office

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.