Advisors at this firm
Thomas A
Series 65
Lakewood Ranch, FL
Hendricks Wealth and Estate Management
Thomas Anderson is a Series 65-licensed advisor at Hendricks Wealth and Estate Management with one year of industry experience. His prior work includes roles in insurance, education, and the hospitality sector. Hendricks Wealth and Estate Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a range of analytical approaches and offers coordinated legal, tax, and insurance services through cross-disciplinary affiliations.
Sean H
Series 65, Series 66
Algonquin, IL
Hendricks Wealth and Estate Management
Sean Hendricks is a financial advisor at Hendricks Wealth and Estate Management with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Hero Investment Planners LLC and Foote, Meyers, Mielke & Flowers, LLC. Hendricks is also a licensed attorney in Illinois and operates Hendricks Law Office separately from his advisory work. Hendricks Wealth and Estate Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of analytical approaches to tailor portfolios according to client objectives and risk tolerances.
Nanette K
Series 66
West Dundee, IL
Hendricks Wealth and Estate Management
Nanette Kastner is a financial advisor at Hendricks Wealth and Estate Management with 10 years of industry experience. She holds a Series 66 designation and has worked at JG Hendricks Financial Services LLC since 2017 and Cetera Advisors LLC since 2016. Outside of her advisory role, she serves as a basketball and volleyball referee. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, utilizing a range of analytical approaches to tailor portfolios according to client objectives and risk tolerances.
James M
Series 65
Algonquin, IL
Hendricks Wealth and Estate Management
James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Prior to joining Hendricks Wealth and Estate Management in 2021, he worked at American Freight and Sears in various roles. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.
Daniel L
Series 65
Algonquin, IL
Hendricks Wealth and Estate Management
Daniel Leitner is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Commerce Partners, LLC, Miller Commons, LLC, Rose Plaza Partners, and Haill 911. Leitner is involved as a creditor and warrant holder in AgTechLogic, a precision spray agriculture technology company. Hendricks Wealth and Estate Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a range of analytical approaches and offering coordinated legal, tax, and insurance services through affiliated professionals.
James H
CFP®, Series 66
West Dundee, IL
Hendricks Wealth and Estate Management
James Hendricks is a CFP® professional with 23 years of industry experience, currently serving at Hendricks Wealth and Estate Management. His prior roles include positions at Hero Investment Planners LLC, J.G. Hendricks Financial Services, Cetera Advisors LLC, and Investors Capital Corporation. He is also the owner of J.G. Hendricks Financial Services, where he works as an investment advisor. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of analytical approaches and offering coordinated legal, tax, and insurance services through affiliated professionals.