Hendrickson Financial Services, LLC
Firm details
- Headquarters
- Dickinson, North Dakota
- CRD number
- 285986
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hendrickson Financial Services, LLC is an independent, individually owned registered investment adviser that serves individuals and families. The firm combines financial planning and discretionary portfolio management for individual and small business clients with insurance brokerage services. Its compensation model includes asset-based fees and hourly charges. The firm is not positioned as a capital allocator or pension consultant, does not report ESG investing as an active focus, and is organized as an LLC.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds14%
- US Government Bonds13%
- Cash & Cash Equivalents1%
Contacts
2 of 2Jon Hendrickson
Managing Member and Investment AdvisorCRD 4062750
John Carlson
Portfolio ConsultantCRD 3098410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dickinson, ND
Stark
Location
Dickinson, ND
Headquartered in Dickinson, ND, in the Midwest of the United States.
- Region
- Midwest
- County
- Stark
- Address
- 135 Sims St
- Time zone
- CT (UTC-6)
- Office locations
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