Joel H. Hendriks

CEDAR RIDGE INVESTMENT MANAGEMENT LLC

Redlands, CA 92373

Some features on this profile are disabled

CRD#: 5820483

Professional summary

Joel H Hendriks is a registered financial advisor currently at CEDAR RIDGE INVESTMENT MANAGEMENT LLC located in Redlands, California.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joel has worked at 2 firms and has passed the Series 63 and Series 6 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.

Prospect Financial Solutions LLC: Not Investment Related; 31629 Outer Highway 10, Ste E, Redlands, CA 92373; Tax Preparation /Accounting; CEO; 170 Hrs /Month; 120 hr/Month during Securities trading hours; Tax preparation, tax planning, review employee work product. Prosect Payroll LLC: Not Investment Related; 31629 Outer Highway 10, Ste E, Redlands, CA 92373; Payroll Service Bureau; Managing Member; 10 hrs/month; 10 hours/month during trading hours; Support the Director of Payroll

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel H Hendriks'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

January 14, 2025 - Present

CEDAR RIDGE INVESTMENT MANAGEMENT LLC

Office #1: 31629 Outer Highway 10, Suite E, Redlands, CA 92373

RIA

CRD#: 326497

Redlands, CA

Past

September 9, 2010 - February 8, 2012

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

YUCAIPA, CA

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

California
(1/14/2025)

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

Series 63

Date: 9/16/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/7/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CEDAR RIDGE INVESTMENT MANAGEMENT LLC

CRD#: 326497 / SEC#:

California

Registered Investment Advisory firm - (7/6/2023 Approved)

Michigan

Registered Investment Advisory firm - (5/19/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Byron Center, MI

Mailing Address

Phone number

(616) 205-3135

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 42,000,000

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.

Similar Advisors

Kristina Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joel H. Hendriks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel H Hendriks's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEDAR RIDGE INVESTMENT MANAGEMENT LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/16/2010

Series 6

Date: 9/7/2010

Current Firm

CEDAR RIDGE INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CEDAR RIDGE INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors