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Jon Hendrickson

Advisor at Hendrickson Financial Services, LLC

Updated today

Firm

Hendrickson Financial Services, LLC

Location

Dickinson, ND 58601

Credentials

Series 66

Industry experience

26 years

About

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.

Client services

Based on Hendrickson Financial Services, LLC

Financial planning Portfolio management

Expertise

Based on Hendrickson Financial Services, LLC

General retirement planning Retirement income strategy Income planning Wealth management

Fee options

Percentage

$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

Project-based

$150 per hour for financial planning and consulting

Other

Fee-only: Financial planning hourly fee of $150 per hour

Location

135 Sims, Suite 211

Dickinson, ND 58601

Most active in

North Dakota

Work history

Hendricksom Financial Services

2016 - Present (10 years)

Sole Proprietor

2004 - Present (22 years)

Capital Financial Services, Inc.

2004 - 2017 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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