Jon M. Hendrickson

HENDRICKSON FINANCIAL SERVICES

Dickinson, ND 58601

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CRD#: 4062750

Professional summary

Jon Mark Hendrickson is a registered financial advisor currently at HENDRICKSON FINANCIAL SERVICES, LLC located in Dickinson, North Dakota.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jon has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)FIXED INS. SALES THROUGH VARIOUS INS CO 5 HOURS PER MONTH. 2)COMMUNITY ACTION PARTNERSHIP, 202 EAST VILLARD DICKINSON ND 58601,REGION 7 BOARD MEMEBER NOT INVESTMENT RELATED,NATURE-PROVIDE A RANGE OF SERVICES WHICH ENABLE, EDUCATE, AND ASSIST WITH SELF -SUFFICIENCY TO INDIVIDUALS AND COMMUNITIES IN WESTERN NORTH DAKOTA. START DATE JANUARY 2013,APPROX 2 HOURS PER MONTH, 2 HOURS A MONTH DURING TRADING HOURS. DUTIES VOLUNTARY BOARD MEMBER, NO COMPENSATION,HELP TO OVERSEE ORGANIZATION.3)HENDRICKSON FINANCIAL SERVICES, LLC YES INVESTMENT RELATED 135 SIM SUITE 211, P.O BOX 209 DICKINSON ND 58602. NATURE RIA FIRM. POSITION OWNER/INVESTMENT ADVISOR. START 01/01/2017. 120 PER MONTH WITH 100 HOURS DURING SECURITIES TRADING HOURS. DUTIES RUNNING A REGISTERED INVESTMENT ADVISOR FIRM AND THE DUTIES RELATED TO WORKING WITH CLIENTS AND THEIR INVESTMENTS.DBA: HENDRICKSON FINANCIAL SERVICES. 4.) Theodore Roosevelt Medora Foundation - Beverage Manager - Management of beverage inventory for foundation - Not investment related - 60 hours per month, 28 during securities trading hours - 06/18 to present.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Mark Hendrickson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 18, 2017 - Present

HENDRICKSON FINANCIAL SERVICES, LLC

Office #1: 135 Sims Suite 211, Dickinson, ND 58601

RIA

CRD#: 285986

Dickinson, ND

Past

September 27, 2004 - May 2, 2007

VOYAGER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124697

LAKE GENEVA, WI

Past

August 24, 2004 - May 31, 2017

CAPITAL FINANCIAL SERVICES, INC.

RIA

CRD#: 8408

DICKINSON, ND

Past

August 18, 2004 - May 31, 2017

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

DICKINSON, ND

Past

April 3, 2001 - August 9, 2004

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

DICKINSON, ND

Past

December 13, 2000 - August 9, 2004

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

November 16, 1999 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Dakota
(2/18/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/1999

General Securities Representative Examination

Current Firm

HENDRICKSON FINANCIAL SERVICES, LLC

CRD#: 285986 / SEC#:

Montana

Registered Investment Advisory firm - (10/16/2017 Approved)

North Dakota

Registered Investment Advisory firm - (2/17/2017 Approved)

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Contact information

Main Address

135 Sims Suite 211, Dickinson, ND 58601

Mailing Address

Po Box 209, Dickinson, ND 58602

Phone number

(701) 483-1955

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	231
AUM (Assets Under Management)	$ 66,485,642

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jon M. Hendrickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Mark Hendrickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HENDRICKSON FINANCIAL SERVICES, LLC

VOYAGER CAPITAL MANAGEMENT, LLC

CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2000

SIE

Date: 5/31/2017

Series 7

Date: 11/15/1999

Current Firm

HENDRICKSON FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HENDRICKSON FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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