Nanette J. Kastner

HENDRICKS WEALTH AND ESTATE MANAGEMENT

West Dundee, IL 60118

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CRD#: 5422193

Professional summary

Nanette Joy Kastner, who also goes by Nanette Joy Blair, is a registered financial advisor currently at HENDRICKS WEALTH AND ESTATE MANAGEMENT located in West Dundee, Illinois.

Nanette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nanette has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nanette Joy Blair

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.

NAME OF OTHER BUSINESS: JG HENDRICKS FINANCIAL SERVICES, LLC, INVESTMENT RELATED: YES, ADDRESS: 600 SPRINGHILL RING RD SUITE 108 W. DUNDEE IL 60118, NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES, START DATE: 8/2016, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF TRADING HOURS PER WEEK: 30, POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR, BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUITES & FINANCIAL PLANNING; NAME OF OTHER BUSINESS: BASKETBALL AND VOLLEYBALL REFEREE, INVESTMENT RELATED: NO, ADDRESS: 1582 SANDCASTLE LANE PINGREE GROVE IL 60140, NATURE OF BUSINESS: REFEREE SPORTS, START DATE: 8/2007, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF TRADING HOURS PER WEEK: 15, POSITION/TITLE/RELATIONSHIP: REFEREE, BRIEF DESCRIPTION OF DUTIES: CALL MATCH/GAME;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nanette Joy Kastner's CRS (Customer Relationship Summary).

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

October 12, 2017 - Present

HENDRICKS WEALTH AND ESTATE MANAGEMENT

Office #1: 600 Spring Hill Ring Road, Suite #108, West Dundee, IL 60118

RIA

CRD#: 289593

West Dundee, IL

Past

October 3, 2016 - October 12, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

WEST DUNDEE, IL

Past

October 3, 2016 - October 12, 2017

CETERA ADVISORS LLC

CRD#: 10299

WEST DUNDEE, IL

Past

August 5, 2016 - October 3, 2016

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

WEST DUNDEE, IL

Past

March 2, 2016 - October 3, 2016

INVESTORS CAPITAL CORP.

CRD#: 30613

WEST DUNDEE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HENDRICKS WEALTH AND ESTATE MANAGEMENT

HENDRICKS WEALTH AND ESTATE MANAGEMENT | J.G.HENDRICKS FINANCIAL SERVICES, LLC | J.G. HENDRICKS FINANCIAL SERVICES, LLC DBA HENDRICKS WEALTH AND ESTATE MANAGEMENT

CRD#: 289593 / SEC#: 801-111818

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

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

Illinois
(10/12/2017)

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: 5/13/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2016

General Securities Representative Examination

Current Firm

HENDRICKS WEALTH AND ESTATE MANAGEMENT

HENDRICKS WEALTH AND ESTATE MANAGEMENT | J.G.HENDRICKS FINANCIAL SERVICES, LLC | J.G. HENDRICKS FINANCIAL SERVICES, LLC DBA HENDRICKS WEALTH AND ESTATE MANAGEMENT

CRD#: 289593 / SEC#: 801-111818

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

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Contact information

Main Address

2403 Harnish Dr., Suite 201, Algonquin, IL 60102

Mailing Address

Phone number

(847) 428-3997

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	2,688
AUM (Assets Under Management)	$ 411,552,250

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Nanette J. Kastner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nanette Joy Kastner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

Primary Firm SEC Registration

HENDRICKS WEALTH AND ESTATE MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2016

SIE

Date: 10/12/2017

Series 7

Date: 3/2/2016

Current Firm

HENDRICKS WEALTH AND ESTATE MANAGEMENT

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HENDRICKS WEALTH AND ESTATE MANAGEMENT

TRUST BUT VERIFY

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